FROM LACK TO LEGACY · LEGACY BUILDER FOLLOW-UP ACTIVITIES
Trading Inside Your Roth IRA
Five ways to make this week's lesson stick — quiz yourself, spin the wheel, walk the decision tree, build your own strategy worksheet, and drill the vocabulary.
Knowledge Check
The Legacy Builder Quiz
Ten questions pulled straight from the study session. Read carefully — some are trickier than they look.
Play It Out
Spin the Wheel: Allowed or Not?
Just like the wheel strategy — spin, land on a real trading scenario, and decide: is it allowed inside a Roth IRA, not allowed, or does it depend?
Score: 0 / 0 played · Round 1 of 8
Think It Through
Is This Trade Allowed in My Roth?
Walk through the same four questions a Legacy Builder should ask before placing any trade. Answer honestly about the strategy you're considering.
Make It Personal
My Personal Roth Strategy Worksheet
Fill this in during or after the session. Nothing here is saved or sent anywhere — use the Print button to keep a copy for your records.
Know The Vocabulary
Legacy Builder Glossary
Tap any card to flip it. Quiz yourself before you quiz the group.