Conversion50%25%EmployeeRothIRATaxDeferredForm5498VestedSIMPLEIRAEmployerSEPIRARecharacterizationRollover$5500AfterTaxMoneyTransferRMDForm8606TraditionalIRA10%591/2701/2Form1099RRothConversionConversion50%25%EmployeeRothIRATaxDeferredForm5498VestedSIMPLEIRAEmployerSEPIRARecharacterizationRollover$5500AfterTaxMoneyTransferRMDForm8606TraditionalIRA10%591/2701/2Form1099RRothConversion

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