PenaltyRetirementAgeIncomeLimitsRothIRASEPIRAStepUpVestingTrustCashRolloverDiversificationTax-freeQualifiedDistributionBenficiary$23,500MicrocaptiveLongevityRiskCatch-upContribution$7,500LongTermCapitalGainsHSAAssetAllocationRothConversion$7,000This slidewillchangeyour lifeStockRoth401(k)GiftActuaryQualifiedCharitableDistributionEstateTaxRMDAGEContributionLimit831(b)InheritedIRAInsuranceDeath,taxes, andthispresentationSIMPLEIRAPenaltyAnnuitySelf-InsurancePensionInheritanceTax$1,000BackdoorRothShortTermCapitalGainsGSTTraditionalIRASpousalIRACaptiveBond401(k)IRSScrutinyRequiredMinimumDistributionFiduciaryPenaltyRetirementAgeIncomeLimitsRothIRASEPIRAStepUpVestingTrustCashRolloverDiversificationTax-freeQualifiedDistributionBenficiary$23,500MicrocaptiveLongevityRiskCatch-upContribution$7,500LongTermCapitalGainsHSAAssetAllocationRothConversion$7,000This slidewillchangeyour lifeStockRoth401(k)GiftActuaryQualifiedCharitableDistributionEstateTaxRMDAGEContributionLimit831(b)InheritedIRAInsuranceDeath,taxes, andthispresentationSIMPLEIRAPenaltyAnnuitySelf-InsurancePensionInheritanceTax$1,000BackdoorRothShortTermCapitalGainsGSTTraditionalIRASpousalIRACaptiveBond401(k)IRSScrutinyRequiredMinimumDistributionFiduciary

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