Test Your Knowledge

How much do you know about financial topics? Test your knowledge here! Each review is just four to five questions long. And don't worry – your answers aren't saved or seen by anyone else.



Test Your Estate Planning Knowledge

Think estate plans are just for the rich and famous? Think again – answer these five questions and find out more about estate planning.

CTA does not give tax advice. Be sure to consult your tax advisor for more information.

What Do You Know about 403(b) Plans?

These four questions cover the basics of 403(b) plans.

What Do You Know about Fixed Annuities?

Answer these four questions to test your knowledge about fixed annuities and how they may fit into your 403(b) or 457 plans.

What Do You Know about Mutual Funds?

You can invest directly in mutual funds through your 403(b)(7) custodial account or 457 plan. These four questions will test your knowledge of mutual fund basics.

Test Your Retirement Planning Knowledge

These four simple questions will help identify gaps in your retirement planning know-how.

Test Your Tax Knowledge

The more you know about taxes, the more you may be able to save. Answer these four questions to test your knowledge (more than one answer may apply).

CTA does not give tax advice. Be sure to consult your tax advisor for more information.

What Do You Know about Variable Annuities?

Here are five questions to see how much you know about variable annuities.