EmployeeEmployer591/2Form8606RothConversionRollover701/2TraditionalIRA10%50%ConversionTransferRecharacterizationSIMPLEIRATaxDeferredAfterTaxMoneyVested25%RMD$5500RothIRASEPIRAForm5498Form1099REmployeeEmployer591/2Form8606RothConversionRollover701/2TraditionalIRA10%50%ConversionTransferRecharacterizationSIMPLEIRATaxDeferredAfterTaxMoneyVested25%RMD$5500RothIRASEPIRAForm5498Form1099R

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