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From“ The Tax Advantages Of Hiring A Spouse,” page 7
1. Having a spouse on payroll can also double your ____. A. 401( k) contributions B. Taxes C. Insurance premiums D. None of the above
2. Hiring a spouse can allow you to _____ depending on the business structure. A. Deduct capital gains taxes B. Avoid labor laws C. Deduct medical insurance premiums D. None of the above
From“ In Uncertain Markets, Focus On Client Values,” page 21
3. Millennials who engage in charitable activities started at an average age of __. A. 14 C. 18 B. 16 D. 20
4. ____ of private foundations noted some AI use in their operations, said one association. A. 24 % C. 55 % B. 32 % D. 81 %
From“ Avoiding Missteps In Wealth Transfers,” page 23
5. Edward Jones says baby boomers plan to pass on some ___ of their assets while they’ re alive. A. 25 % C. 40 % B. 35 % D. 80 %
6. Unchecked spending and a lack of financial stewardship wasted the wealth of the ____. A. Vanderbilt family B. Rockefeller family C. Ingalls family D. None of the above
From“ 60 / 40 Portfolio True Believers,” page 51
7. The George Putnam Balanced Fund lost nearly ____ in 2022. A. 5 % C. 10 % B. 8 % D. 16 %
8. _____ has boosted the George Putnam Balanced Fund’ s performance recently. A. A slight underweight to the Mag 7 B. A slight underweight to equities C. A slight overweight to equities D. A slight overweight to bonds
From“ The Slow March Of Annuities Into 401( k) s,” page 56
9. Last year, barely ___ of employer retirement plans decided to add in-plan annuities to their 401( k) s? A. 20 % B. 30 % C. 40 % D. 50 %
10. ___ created tax credits and other incentives for small employers to start offering 401( k) plans. A. The SECURE 2.0 Act B. ERISA C. The Inflation Reduction Act D. The Tax Cuts and Jobs Act of 2017
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Financial Advisor( ISSN 1545-0163, USPS 021-488) is published monthly by Charter Financial Publishing Network Inc., 149 Avenue at the Common, Shrewsbury, NJ 07702. Periodicals postage paid at Red Bank, NJ and additional mailing offices. Subscription Rates: $ 79 per year. Postmaster: Send all address changes to Charter Financial Publishing Network Inc., P. O. Box 7550, Shrewsbury, NJ 07702. Copyright 2025 by Charter Financial Publishing Network Inc. Reproduction, photocopying or incorporation into any information-retrieval system for external or internal use is prohibited unless permission is obtained beforehand from the publisher in each case for a specific article. The subscription fee entitles the subscriber to one original copy only. Unauthorized copying is considered theft. April 2025 Financial Advisor( Volume 26, Number 3)
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