TransferEmployeeTraditionalIRAConversion591/2RMDRothIRATaxDeferredSEPIRARothConversionEmployerForm8606SIMPLEIRA$550025%VestedAfterTaxMoneyForm1099R10%Recharacterization50%Form5498Rollover701/2TransferEmployeeTraditionalIRAConversion591/2RMDRothIRATaxDeferredSEPIRARothConversionEmployerForm8606SIMPLEIRA$550025%VestedAfterTaxMoneyForm1099R10%Recharacterization50%Form5498Rollover701/2

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