This bingo card has 16 words: Importance of Tax Diversification, Auto enrollment at 3%, 2023 contribution limit: $22,500, Benefits of Dollar Cost Averaging, 10+ Years Until Retirement, Updating your Beneficiaries, Vesting Schedule, Advisor Managed Accounts, Free!, Accessing your Account, Target Date Funds, OneDigital Plan Advisor, Rollovers, Saving Milestones, Pre-Tax vs Roth Contributions and Cash Cows.
Tax Season Bingo! | 1099 | Get to Know your Advisor! | Get to Know your Advisor! | IRA Bingo
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