Self-InsuranceHSAThis slidewillchangeyour life$1,000Tax-freeFiduciaryTraditionalIRAPenaltyActuaryGiftRetirementAgeAssetAllocationPensionSIMPLEIRAInheritedIRADiversificationRequiredMinimumDistributionIncomeLimitsLongTermCapitalGainsRollover$23,500ShortTermCapitalGains401(k)AnnuityMicrocaptiveEstateTaxInheritanceTaxCaptiveRMDAGELongevityRiskSEPIRAGSTPenalty$7,500BondStockInsuranceTrustRoth401(k)QualifiedCharitableDistribution831(b)RothIRADeath,taxes, andthispresentationContributionLimitBenficiaryVestingStepUpBackdoorRothIRSScrutiny$7,000CashSpousalIRACatch-upContributionQualifiedDistributionRothConversionSelf-InsuranceHSAThis slidewillchangeyour life$1,000Tax-freeFiduciaryTraditionalIRAPenaltyActuaryGiftRetirementAgeAssetAllocationPensionSIMPLEIRAInheritedIRADiversificationRequiredMinimumDistributionIncomeLimitsLongTermCapitalGainsRollover$23,500ShortTermCapitalGains401(k)AnnuityMicrocaptiveEstateTaxInheritanceTaxCaptiveRMDAGELongevityRiskSEPIRAGSTPenalty$7,500BondStockInsuranceTrustRoth401(k)QualifiedCharitableDistribution831(b)RothIRADeath,taxes, andthispresentationContributionLimitBenficiaryVestingStepUpBackdoorRothIRSScrutiny$7,000CashSpousalIRACatch-upContributionQualifiedDistributionRothConversion

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