chapter 18 n.
Download
Skip this Video
Loading SlideShow in 5 Seconds..
Chapter 18 PowerPoint Presentation
Download Presentation
Chapter 18

Loading in 2 Seconds...

play fullscreen
1 / 6

Chapter 18 - PowerPoint PPT Presentation


  • 98 Views
  • Uploaded on

Chapter 18. Multiple-Choice Questions and Answers. Reverse mortgage on the home Locked-in RRSP OAS (Old Age Security) Employer pension None of the above. 1. Which of the following is not a source of retirement income?. The answer is (e). Fully indexed (to some inflation measure) annuity

loader
I am the owner, or an agent authorized to act on behalf of the owner, of the copyrighted work described.
capcha
Download Presentation

PowerPoint Slideshow about 'Chapter 18' - damon-meadows


An Image/Link below is provided (as is) to download presentation

Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author.While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server.


- - - - - - - - - - - - - - - - - - - - - - - - - - E N D - - - - - - - - - - - - - - - - - - - - - - - - - -
Presentation Transcript
chapter 18
Chapter 18

Multiple-Choice QuestionsandAnswers

1 which of the following is not a source of retirement income
Reverse mortgage on the home

Locked-in RRSP

OAS (Old Age Security)

Employer pension

None of the above

1. Which of the following is not a source of retirement income?

The answer is (e).

slide3
Fully indexed (to some inflation measure) annuity

Straight life annuity

Term-certain annuity

Life with guaranteed term annuity

None of the above

2. To meet the demand for different patterns of retirement income and risk management, the financial markets have developed many types of annuities. Which of the following has not been developed?

The answer is (a).

slide4
Gender of the retiree

Initial wealth

Annual consumption

Rate of return on investment

All of the above affect optimal asset allocation

3. Which of the following will not affect the optimal asset allocation of investment funds for retirees?

The answer is (e).

4 which of the following is not a way to transfer assets to your beneficiaries
Selling of properties to your beneficiary at fair market value

Gifts to the beneficiaries during your life time

Assets transferred directly through a bequest in a will

Assets transferred according to provincial law if you die intestate

Assets transferred through “inter vivos”

4. Which of the following is not a way to transfer assets to your beneficiaries?

The answer is (a).

5 if one dies intestate without any surviving spouse or children the estate will go
all to the brothers and sisters

all to the next of kin

all to the government

half to the parents and half to the next of kin

all to the charitable organizations approved by the government

5. If one dies intestate, without any surviving spouse or children, the estate will go ________.

The answer is (b).