ShortTermCapitalGainsEstateTaxSelf-InsuranceBackdoorRothLongevityRiskStepUpAnnuityDiversificationInheritedIRAStockDeath,taxes, andthispresentationCaptiveTraditionalIRA401(k)This slidewillchangeyour lifeRMDAGEFiduciaryTax-freeLongTermCapitalGainsVestingQualifiedDistributionRolloverSIMPLEIRACash$7,500IncomeLimitsRothConversionBondInheritanceTax$1,000RothIRAHSAPenalty$7,000QualifiedCharitableDistributionInsuranceTrustCatch-upContribution831(b)GiftRequiredMinimumDistributionGST$23,500SpousalIRAPensionMicrocaptiveActuaryPenaltyBenficiaryRetirementAgeSEPIRAIRSScrutinyRoth401(k)ContributionLimitAssetAllocationShortTermCapitalGainsEstateTaxSelf-InsuranceBackdoorRothLongevityRiskStepUpAnnuityDiversificationInheritedIRAStockDeath,taxes, andthispresentationCaptiveTraditionalIRA401(k)This slidewillchangeyour lifeRMDAGEFiduciaryTax-freeLongTermCapitalGainsVestingQualifiedDistributionRolloverSIMPLEIRACash$7,500IncomeLimitsRothConversionBondInheritanceTax$1,000RothIRAHSAPenalty$7,000QualifiedCharitableDistributionInsuranceTrustCatch-upContribution831(b)GiftRequiredMinimumDistributionGST$23,500SpousalIRAPensionMicrocaptiveActuaryPenaltyBenficiaryRetirementAgeSEPIRAIRSScrutinyRoth401(k)ContributionLimitAssetAllocation

Untitled Bingo - 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. Short Term Capital Gains
  2. Estate Tax
  3. Self-Insurance
  4. Backdoor Roth
  5. Longevity Risk
  6. Step Up
  7. Annuity
  8. Diversification
  9. Inherited IRA
  10. Stock
  11. Death, taxes, and this presentation
  12. Captive
  13. Traditional IRA
  14. 401(k)
  15. This slide will change your life
  16. RMD AGE
  17. Fiduciary
  18. Tax-free
  19. Long Term Capital Gains
  20. Vesting
  21. Qualified Distribution
  22. Roll over
  23. SIMPLE IRA
  24. Cash
  25. $7,500
  26. Income Limits
  27. Roth Conversion
  28. Bond
  29. Inheritance Tax
  30. $1,000
  31. Roth IRA
  32. HSA
  33. Penalty
  34. $7,000
  35. Qualified Charitable Distribution
  36. Insurance
  37. Trust
  38. Catch-up Contribution
  39. 831(b)
  40. Gift
  41. Required Minimum Distribution
  42. GST
  43. $23,500
  44. Spousal IRA
  45. Pension
  46. Microcaptive
  47. Actuary
  48. Penalty
  49. Benficiary
  50. Retirement Age
  51. SEP IRA
  52. IRS Scrutiny
  53. Roth 401(k)
  54. Contribution Limit
  55. Asset Allocation