The table shows how Priya's IRA affects her taxable income now and in retirement. Which type of IRA is she using?

The table shows how Luis's IRA affects his taxable income now and in retirement. Which type of IRA is he using?

Use Maya's pay stub. What type of retirement account is she contributing to?

Use the comparison. Omar qualifies for a deductible IRA contribution and expects a lower tax rate in retirement than he pays now. Which account best fits that expectation?

Ava wants an account funded with dollars already taxed so that qualified withdrawals can be tax free. Which account fits?

Eli wants a personal retirement account whose contribution may reduce current taxable income and whose withdrawals are generally taxable. What should he compare?

A worker wants to borrow against retirement savings and repay the balance over time. Which account type can offer that option?

Nia is choosing between a traditional IRA and a Roth IRA. Which one requires the owner to start taking required minimum distributions at a set age?

How do earnings in a traditional IRA generally grow before withdrawal?

Priya makes contributions to a Roth IRA this year. What is the immediate tax effect of those contributions?

Use the match table. Sam contributes $400. What employer match does Sam receive?

Use the match table. Zoe contributes $500. What employer match does Zoe receive?

Use the match table. Luis contributes $1,000. What employer match does Luis receive?

Use the match table. Harper contributes $800. What employer match does Harper receive?

Use the match table. A worker earns $3,000 monthly and contributes 6% of pay. What is the employer match?

Use the match table. Morgan earns $4,000 monthly and contributes 4% of pay. What is the employer match?

Use the match table. Devin earns $2,800 monthly and contributes 3% of pay. What is the employer match?

Use the match table. Rowan earns $2,500 monthly and contributes 8% of pay. What is the employer match?

Taylor contributes $500, and the employer match is $250. How much total is deposited into Taylor's retirement account?

An employer matches 50% of the first $1,000 contributed. Kai contributes $1,000. What total enters Kai's account from Kai and the employer?

An employer matches 100% of the first 3% of pay. Jordan earns $2,000 monthly and contributes $20. What is the match?

An employer matches 50% of the first 4% of pay. Riley earns $5,000 monthly and contributes 4% of pay. What is the match?

Riley changes jobs and moves retirement savings from an old 401(k) into a new account without owing tax right away. What is this transfer called?

Sofia, age 30, made deductible contributions to her traditional IRA. She withdraws $2,000 to pay for a vacation. What generally happens?

Noah, age 25, takes out only the money he contributed to his Roth IRA, not any earnings. How is that withdrawal generally treated?

Which of these retirement accounts requires an employer to set up and sponsor the plan before anyone can contribute to it?

Isaac earns a very high salary. Which account has an income limit that can stop him from contributing to it directly?

Ben's employer matches 50% of what he contributes, up to 4% of his pay. Ben contributes $0 this year. What employer match does he receive?

A 401(k) statement shows $600 of Casey's own contributions and $300 of employer match. Casey is 50% vested in the match and leaves the job. How much of the listed balance does Casey keep?

Which type of account generally allows a much larger annual contribution limit: a 401(k) or a traditional IRA?