Pre- Retirement Planning Roth IRA Taxes Social Security Beneficiary Payable on Death Estate Planning Transfer on Death Traditional IRA Divorce Other Investment Accounts Having a Child Large Balance More Income Trust Account College Planning Trust & Wills IRA Contribution CD Maturing RMD Retiring Large Deposit Downsizing Getting Married Roth Conversion Employment Change Nursing Home Life Insurance Inheritance Selling a Home 401k Healthcare in Retirement Higher Rate Pre- Retirement Planning Roth IRA Taxes Social Security Beneficiary Payable on Death Estate Planning Transfer on Death Traditional IRA Divorce Other Investment Accounts Having a Child Large Balance More Income Trust Account College Planning Trust & Wills IRA Contribution CD Maturing RMD Retiring Large Deposit Downsizing Getting Married Roth Conversion Employment Change Nursing Home Life Insurance Inheritance Selling a Home 401k Healthcare in Retirement Higher Rate
(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.
N-Pre-Retirement Planning
B-Roth IRA
N-Taxes
I-Social Security
B-Beneficiary
G-Payable on Death
G-Estate Planning
O-Transfer on Death
I-Traditional IRA
B-Divorce
I-Other Investment Accounts
G-Having a Child
O-Large Balance
O-More Income
B-Trust Account
G-College Planning
O-Trust & Wills
G-IRA Contribution
I-CD Maturing
N-RMD
O-Retiring
N-Large Deposit
G-Downsizing
I-Getting Married
B-Roth Conversion
B-Employment Change
B-Nursing Home
N-Life Insurance
O-Inheritance
G-Selling a Home
I-401k
I-Healthcare in Retirement
N-Higher Rate