Cash Cows Auto enrollment at 3% Rollovers Advisor Managed Accounts Saving Milestones Pre-Tax vs Roth Contributions Importance of Tax Diversification Target Date Funds Free! Benefits of Dollar Cost Averaging 10+ Years Until Retirement 2023 contribution limit: $22,500 Updating your Beneficiaries OneDigital Plan Advisor Vesting Schedule Accessing your Account Cash Cows Auto enrollment at 3% Rollovers Advisor Managed Accounts Saving Milestones Pre-Tax vs Roth Contributions Importance of Tax Diversification Target Date Funds Free! Benefits of Dollar Cost Averaging 10+ Years Until Retirement 2023 contribution limit: $22,500 Updating your Beneficiaries OneDigital Plan Advisor Vesting Schedule Accessing your Account
(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.
C-Cash Cows
H-Auto enrollment at 3%
U-Rollovers
C-Advisor Managed Accounts
H-Saving Milestones
K-Pre-Tax vs Roth Contributions
U-Importance of Tax Diversification
K-Target Date Funds
U-Free!
C-Benefits of Dollar Cost Averaging
U-10+ Years Until Retirement
K-2023 contribution limit: $22,500
H-Updating your Beneficiaries
C-OneDigital Plan Advisor
K-Vesting Schedule
H-Accessing your Account