RothIRA$5500TraditionalIRA50%Form5498TaxDeferredRothConversionRollover591/2SIMPLEIRAAfterTaxMoneySEPIRAForm1099R10%EmployerForm8606ConversionEmployee25%701/2RMDRecharacterizationVestedTransferRothIRA$5500TraditionalIRA50%Form5498TaxDeferredRothConversionRollover591/2SIMPLEIRAAfterTaxMoneySEPIRAForm1099R10%EmployerForm8606ConversionEmployee25%701/2RMDRecharacterizationVestedTransfer

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