UpdatingyourBeneficiariesTargetDateFundsPre-Tax vsRothContributions10+ YearsUntilRetirementAdvisorManagedAccountsOneDigitalPlanAdvisorFree!Importance ofTaxDiversificationAccessingyourAccount2023contributionlimit:$22,500SavingMilestonesVestingScheduleCashCowsAutoenrollmentat 3%Benefitsof DollarCostAveragingRolloversUpdatingyourBeneficiariesTargetDateFundsPre-Tax vsRothContributions10+ YearsUntilRetirementAdvisorManagedAccountsOneDigitalPlanAdvisorFree!Importance ofTaxDiversificationAccessingyourAccount2023contributionlimit:$22,500SavingMilestonesVestingScheduleCashCowsAutoenrollmentat 3%Benefitsof DollarCostAveragingRollovers

University Health Bingo - 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
H
2
K
3
K
4
U
5
C
6
C
7
U
8
U
9
H
10
K
11
H
12
K
13
C
14
H
15
C
16
U
  1. H-Updating your Beneficiaries
  2. K-Target Date Funds
  3. K-Pre-Tax vs Roth Contributions
  4. U-10+ Years Until Retirement
  5. C-Advisor Managed Accounts
  6. C-OneDigital Plan Advisor
  7. U-Free!
  8. U-Importance of Tax Diversification
  9. H-Accessing your Account
  10. K-2023 contribution limit: $22,500
  11. H-Saving Milestones
  12. K-Vesting Schedule
  13. C-Cash Cows
  14. H-Auto enrollment at 3%
  15. C-Benefits of Dollar Cost Averaging
  16. U-Rollovers