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11th grade consumer math worksheet on investing, stocks, bonds, mutual funds, CDs, and IRAs with vocabulary and word problems.
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Consumer Math: Investing and Retirement Planning

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This 11th grade consumer math worksheet covers investing and retirement planning with 14 problems and short-answer questions. Topics include stocks and commissions, bonds, mutual funds, certificates of deposit, IRAs, and required minimum distributions. Includes vocabulary definitions, computational problems, and reflective prompts on investment strategy. Suitable for personal finance units, senior-year economics, or test review.

Subject:
Math
Grade Level:
11th Grade
Updated May 2026

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