$5500Form5498Form8606AfterTaxMoneyRecharacterizationConversion50%SIMPLEIRARMDSEPIRA10%EmployeeForm1099REmployer591/2RothIRATransferTaxDeferred25%RolloverRothConversionTraditionalIRA701/2Vested$5500Form5498Form8606AfterTaxMoneyRecharacterizationConversion50%SIMPLEIRARMDSEPIRA10%EmployeeForm1099REmployer591/2RothIRATransferTaxDeferred25%RolloverRothConversionTraditionalIRA701/2Vested

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