Series 6: Exercise

Taken from our Series 6 Top-off Online Guide

Exercise

Match each term to its description.

  1. A. CESA
  2. B. 529 college savings plan
  3. C. Prepaid tuition plan
  4. D. UGMA/UTMA
  5. E. Educational savings bond
  6. 1. _____ This instrument allows earnings to grow tax-free and can be used to pay for all educational expenses for primary through graduate school education.
  7. 2. _____ Setting up this type of instrument allows the investor to avoid inflation risk by purchasing credits to pay for education expenses in today’s dollars.
  8. 3. _____ These instruments allow an adult to set up an account for the benefit of a minor, and although the account is not ma

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