$5500SEPIRA591/2EmployerConversion10%RothConversionForm5498SIMPLEIRAVestedRMD701/2Form1099RRecharacterization25%TaxDeferredRolloverForm860650%AfterTaxMoneyRothIRATraditionalIRATransferEmployee$5500SEPIRA591/2EmployerConversion10%RothConversionForm5498SIMPLEIRAVestedRMD701/2Form1099RRecharacterization25%TaxDeferredRolloverForm860650%AfterTaxMoneyRothIRATraditionalIRATransferEmployee

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