Recharacterization591/2TaxDeferred701/2SEPIRA$5500Form1099RTraditionalIRAForm860650%EmployeeConversionRMDSIMPLEIRARothIRARothConversion25%10%VestedForm5498TransferRolloverEmployerAfterTaxMoneyRecharacterization591/2TaxDeferred701/2SEPIRA$5500Form1099RTraditionalIRAForm860650%EmployeeConversionRMDSIMPLEIRARothIRARothConversion25%10%VestedForm5498TransferRolloverEmployerAfterTaxMoney

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