AfterTaxMoneyRothConversionForm8606TransferForm5498TraditionalIRA701/2591/2$5500RolloverForm1099RSEPIRARMDRothIRA10%25%VestedEmployerEmployeeConversionRecharacterizationTaxDeferred50%SIMPLEIRAAfterTaxMoneyRothConversionForm8606TransferForm5498TraditionalIRA701/2591/2$5500RolloverForm1099RSEPIRARMDRothIRA10%25%VestedEmployerEmployeeConversionRecharacterizationTaxDeferred50%SIMPLEIRA

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