The __________ of a mutual fund is determined as the difference between the value of fund assets and liabilities.

Expense Ratio

Commission

Net Asset Value

Asset analysis

This type of portfolio formula plan provides a very aggressive buy-low, sell high approach.

Variable

Constant Ratio

Constant Dollar

Allocation

An investors willingness to accept the full or partial loss of an original investment can best be described as ______________ .

Asset Allocation

Diversification

Investor risk tolerance

Investor integration

Bottom of Form

Contributions are not taxable in a ____________ retirement plan, but withdrawals in retirement are tax free.

Roth IRA

Traditional IRA

Pension fund

401(k)

At what age can a person receive the full social security benefit, if they were to retire in 2013.

62

65

66

67

Which type of will leaves the spouse 50% of the estate and the children with the other 50%.

Holographic will

I love you Will

I hate you Will

None of the above

Type of money market fund, which invest in all types of money market investments

Tax exempt money market fund

General purpose money market fund

Government securities money market fund

Unique placement money market fund

What is the maximum age that you can contribute to a traditional IRA?

50

60

70.5

67

Which of the following is not a type of Will?

I Love You Will

Marital Share Will

Holographic Will

Living Will