TaxDeferredConversionTraditionalIRAForm8606TransferAfterTaxMoneyRMDRolloverSIMPLEIRARothConversion10%RecharacterizationForm1099R591/2$5500Vested25%50%EmployerSEPIRA701/2Form5498EmployeeRothIRATaxDeferredConversionTraditionalIRAForm8606TransferAfterTaxMoneyRMDRolloverSIMPLEIRARothConversion10%RecharacterizationForm1099R591/2$5500Vested25%50%EmployerSEPIRA701/2Form5498EmployeeRothIRA

Retirement Plan FAQs - Call List

(Print) Use this randomly generated list as your call list when playing the game. Place some kind of mark (like an X, a checkmark, a dot, tally mark, etc) on each cell as you announce it, to keep track. You can also cut out each item, place them in a bag and pull words from the bag.


1
N
2
B
3
I
4
B
5
G
6
N
7
G
8
G
9
B
10
O
11
I
12
O
13
O
14
N
15
G
16
I
17
B
18
B
19
O
20
G
21
I
22
N
23
I
24
O
  1. N-Tax Deferred
  2. B-Conversion
  3. I-Traditional IRA
  4. B-Form 8606
  5. G-Transfer
  6. N-After Tax Money
  7. G-RMD
  8. G-Rollover
  9. B-SIMPLE IRA
  10. O-Roth Conversion
  11. I-10%
  12. O-Recharacterization
  13. O-Form 1099R
  14. N-59 1/2
  15. G-$5500
  16. I-Vested
  17. B-25%
  18. B-50%
  19. O-Employer
  20. G-SEP IRA
  21. I-70 1/2
  22. N-Form 5498
  23. I-Employee
  24. O-Roth IRA