You've now learned about 401(k)s with employer matching and both types of IRAs. Let's practice applying these concepts to real situations.
Engagement Message
Which retirement account concept feels most important to master first?
Type
Multiple Choice
Practice Question
Jessica just started her first job at $45,000/year. Her company offers a 401(k) with 50% match up to 4% of salary. What should be her FIRST priority?
A. Maximize her IRA contributions to $7,000 B. Contribute 4% to get the full employer match C. Split contributions equally between 401(k) and IRA D. Wait until she earns more money
Suggested Answers
- A
- B - Correct
- C
- D
Type
Fill In The Blanks
Markdown With Blanks
Let's calculate retirement account contributions. Mike earns $75,000 and contributes 6% to his 401(k). His employer matches 50% up to 6%. He also maxes out a Roth IRA.
Mike's Total Retirement Savings:
- 401(k) contribution: [[blank:$4,500]]
- Employer match: [[blank:$2,250]]
- Roth IRA contribution: [[blank:$7,000]]
- Total annual retirement savings: [[blank:$13,750]]
Suggested Answers
- $4,500
- $2,250
- $7,000
- $13,750
- $6,750
Type
Swipe Left or Right
Practice Question
Help people choose between Traditional vs Roth accounts based on their situations. Swipe each scenario toward the better choice:
Labels
- Left Label: Traditional Better
