RothIRADefinedBenefit50%Form1040403(b)701/2Employer401(k)TaxDeferralSIMPLEIRA457$6000EmployeeIRA$5500RMDPensionPlanDefinedContributionGuaranteedpayoutForm5500591/2RothConversion10%SEPIRARothIRADefinedBenefit50%Form1040403(b)701/2Employer401(k)TaxDeferralSIMPLEIRA457$6000EmployeeIRA$5500RMDPensionPlanDefinedContributionGuaranteedpayoutForm5500591/2RothConversion10%SEPIRA

Retirement Plan FAQs - 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. Roth IRA
  2. Defined Benefit
  3. 50%
  4. Form 1040
  5. 403(b)
  6. 70 1/2
  7. Employer
  8. 401(k)
  9. Tax Deferral
  10. SIMPLE IRA
  11. 457
  12. $6000
  13. Employee
  14. IRA
  15. $5500
  16. RMD
  17. Pension Plan
  18. Defined Contribution
  19. Guaranteed payout
  20. Form 5500
  21. 59 1/2
  22. Roth Conversion
  23. 10%
  24. SEP IRA