VestedRecharacterizationForm1099R10%Form8606Conversion591/2EmployerTaxDeferred701/2RMD25%RothConversion50%SEPIRASIMPLEIRAEmployeeTraditionalIRATransferAfterTaxMoneyForm5498Rollover$5500RothIRAVestedRecharacterizationForm1099R10%Form8606Conversion591/2EmployerTaxDeferred701/2RMD25%RothConversion50%SEPIRASIMPLEIRAEmployeeTraditionalIRATransferAfterTaxMoneyForm5498Rollover$5500RothIRA

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