$7,000BenficiaryIRSScrutinyRothIRACatch-upContributionAnnuityQualifiedCharitableDistributionRothConversionSpousalIRAMicrocaptivePension831(b)RequiredMinimumDistributionActuaryTax-freeFiduciaryIncomeLimitsDiversificationStock$7,500Death,taxes, andthispresentationRMDAGEAssetAllocationBackdoorRothInheritanceTaxBondRolloverSelf-InsuranceCaptive401(k)CashInsuranceShortTermCapitalGainsLongTermCapitalGainsSIMPLEIRAPenaltyPenaltyGiftStepUpRetirementAge$23,500LongevityRiskSEPIRATraditionalIRAEstateTaxVestingHSAInheritedIRAContributionLimitGSTRoth401(k)QualifiedDistribution$1,000This slidewillchangeyour lifeTrust$7,000BenficiaryIRSScrutinyRothIRACatch-upContributionAnnuityQualifiedCharitableDistributionRothConversionSpousalIRAMicrocaptivePension831(b)RequiredMinimumDistributionActuaryTax-freeFiduciaryIncomeLimitsDiversificationStock$7,500Death,taxes, andthispresentationRMDAGEAssetAllocationBackdoorRothInheritanceTaxBondRolloverSelf-InsuranceCaptive401(k)CashInsuranceShortTermCapitalGainsLongTermCapitalGainsSIMPLEIRAPenaltyPenaltyGiftStepUpRetirementAge$23,500LongevityRiskSEPIRATraditionalIRAEstateTaxVestingHSAInheritedIRAContributionLimitGSTRoth401(k)QualifiedDistribution$1,000This slidewillchangeyour lifeTrust

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