EmployeeTransferForm5498TaxDeferredSIMPLEIRASEPIRAAfterTaxMoneyVested701/2Form1099RRMD25%EmployerForm8606RothIRARecharacterization50%RothConversion$5500591/2RolloverTraditionalIRAConversion10%EmployeeTransferForm5498TaxDeferredSIMPLEIRASEPIRAAfterTaxMoneyVested701/2Form1099RRMD25%EmployerForm8606RothIRARecharacterization50%RothConversion$5500591/2RolloverTraditionalIRAConversion10%

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