25%VestedEmployeeRothIRA$550010%RolloverRothConversionTransferEmployerForm5498TraditionalIRA591/2SIMPLEIRAForm1099RForm8606RMD701/250%SEPIRATaxDeferredAfterTaxMoneyRecharacterizationConversion25%VestedEmployeeRothIRA$550010%RolloverRothConversionTransferEmployerForm5498TraditionalIRA591/2SIMPLEIRAForm1099RForm8606RMD701/250%SEPIRATaxDeferredAfterTaxMoneyRecharacterizationConversion

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