TraditionalIRAEmployer$5500Form1099RRothConversionSEPIRA50%25%VestedForm8606Recharacterization701/2SIMPLEIRATaxDeferredForm549810%591/2RMDConversionRothIRARolloverEmployeeAfterTaxMoneyTransferTraditionalIRAEmployer$5500Form1099RRothConversionSEPIRA50%25%VestedForm8606Recharacterization701/2SIMPLEIRATaxDeferredForm549810%591/2RMDConversionRothIRARolloverEmployeeAfterTaxMoneyTransfer

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