Self- Insurance HSA This slide will change your life $1,000 Tax- free Fiduciary Traditional IRA Penalty Actuary Gift Retirement Age Asset Allocation Pension SIMPLE IRA Inherited IRA Diversification Required Minimum Distribution Income Limits Long Term Capital Gains Roll over $23,500 Short Term Capital Gains 401(k) Annuity Microcaptive Estate Tax Inheritance Tax Captive RMD AGE Longevity Risk SEP IRA GST Penalty $7,500 Bond Stock Insurance Trust Roth 401(k) Qualified Charitable Distribution 831(b) Roth IRA Death, taxes, and this presentation Contribution Limit Benficiary Vesting Step Up Backdoor Roth IRS Scrutiny $7,000 Cash Spousal IRA Catch-up Contribution Qualified Distribution Roth Conversion Self- Insurance HSA This slide will change your life $1,000 Tax- free Fiduciary Traditional IRA Penalty Actuary Gift Retirement Age Asset Allocation Pension SIMPLE IRA Inherited IRA Diversification Required Minimum Distribution Income Limits Long Term Capital Gains Roll over $23,500 Short Term Capital Gains 401(k) Annuity Microcaptive Estate Tax Inheritance Tax Captive RMD AGE Longevity Risk SEP IRA GST Penalty $7,500 Bond Stock Insurance Trust Roth 401(k) Qualified Charitable Distribution 831(b) Roth IRA Death, taxes, and this presentation Contribution Limit Benficiary Vesting Step Up Backdoor Roth IRS Scrutiny $7,000 Cash Spousal IRA Catch-up Contribution Qualified Distribution Roth Conversion
(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.
Self-Insurance
HSA
This slide will change your life
$1,000
Tax-free
Fiduciary
Traditional IRA
Penalty
Actuary
Gift
Retirement Age
Asset Allocation
Pension
SIMPLE IRA
Inherited IRA
Diversification
Required Minimum Distribution
Income Limits
Long Term Capital Gains
Roll over
$23,500
Short Term Capital Gains
401(k)
Annuity
Microcaptive
Estate Tax
Inheritance Tax
Captive
RMD AGE
Longevity Risk
SEP IRA
GST
Penalty
$7,500
Bond
Stock
Insurance
Trust
Roth 401(k)
Qualified Charitable Distribution
831(b)
Roth IRA
Death, taxes, and this presentation
Contribution Limit
Benficiary
Vesting
Step Up
Backdoor Roth
IRS Scrutiny
$7,000
Cash
Spousal IRA
Catch-up Contribution
Qualified Distribution
Roth Conversion