BabyStep4After-tax457PlanROTHIRARolloverSEPPTax-deferredUTMAPensionPlanRuleof 72BabyStep5BabyStep3UGMATraditionalIRA15%401(k)BabyStep1Custodian403(b)FederalThriftPlanEducationSavingsAccountTax-favoredBabyStep2Pre-taxBabyStep4After-tax457PlanROTHIRARolloverSEPPTax-deferredUTMAPensionPlanRuleof 72BabyStep5BabyStep3UGMATraditionalIRA15%401(k)BabyStep1Custodian403(b)FederalThriftPlanEducationSavingsAccountTax-favoredBabyStep2Pre-tax

Personal Finance Ch. 3 - Call List

(Print) Use this randomly generated list as your call list when playing the game. There is no need to say the BINGO column name. 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.


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  1. Baby Step 4
  2. After-tax
  3. 457 Plan
  4. ROTH IRA
  5. Rollover
  6. SEPP
  7. Tax- deferred
  8. UTMA
  9. Pension Plan
  10. Rule of 72
  11. Baby Step 5
  12. Baby Step 3
  13. UGMA
  14. Traditional IRA
  15. 15%
  16. 401(k)
  17. Baby Step 1
  18. Custodian
  19. 403(b)
  20. Federal Thrift Plan
  21. Education Savings Account
  22. Tax- favored
  23. Baby Step 2
  24. Pre-tax