Questions: Retirement Savings Fundamentals

5 questions to test your understanding

Score: 0 / 5
Question 1 Multiple Choice

Person A invests $5,000/year from age 25–35 (10 years), then stops and lets the money grow at 7% until age 65. Person B invests $5,000/year from age 35–65 (30 years) at the same 7% rate. Who ends up with more money at age 65?

APerson B — they contributed 3 times more total dollars
BPerson A — the extra decade of compounding from age 25–35 creates a larger base that grows exponentially for 30 more years
CThey end up with about the same — more contributions offset the later start
DPerson B, because consistent contributions over 30 years outperform a 10-year burst
Question 2 Multiple Choice

Which of the following best explains why retirement savings growth is exponential rather than linear?

AStock markets always trend upward over long periods
BCompound interest means returns themselves earn returns — each year's gains are added to the base, so the base grows, and the next year's gains are calculated on that larger base
CTax-advantaged accounts (401k, IRA) legally guarantee higher returns than ordinary savings
DInflation causes prices to rise exponentially, so savings must grow exponentially just to keep up
Question 3 True / False

Starting retirement savings at age 25 rather than 35 can result in more retirement wealth even if you make fewer total dollar contributions.

TTrue
FFalse
Question 4 True / False

The most important factor in building retirement wealth is maximizing the amount you contribute each year.

TTrue
FFalse
Question 5 Short Answer

Explain why the relationship between time and retirement wealth is exponential rather than linear, and what this means for the timing of contributions.

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