Roth401(k)TraditionalIRAInheritedIRADeath,taxes, andthispresentationShortTermCapitalGainsRMDAGETrustCatch-upContributionAnnuityBenficiaryContributionLimitRequiredMinimumDistributionCashEstateTax$1,000IncomeLimits$23,500SEPIRAQualifiedDistributionFiduciaryCaptiveGSTVestingRetirementAgeBackdoorRothRothIRAStepUpHSA831(b)This slidewillchangeyour lifeRolloverSelf-InsuranceTax-freeStockIRSScrutinyPensionPenaltyMicrocaptive$7,000BondInheritanceTaxQualifiedCharitableDistribution$7,500InsuranceSIMPLEIRAGiftLongevityRiskDiversificationSpousalIRAActuary401(k)RothConversionPenaltyLongTermCapitalGainsAssetAllocationRoth401(k)TraditionalIRAInheritedIRADeath,taxes, andthispresentationShortTermCapitalGainsRMDAGETrustCatch-upContributionAnnuityBenficiaryContributionLimitRequiredMinimumDistributionCashEstateTax$1,000IncomeLimits$23,500SEPIRAQualifiedDistributionFiduciaryCaptiveGSTVestingRetirementAgeBackdoorRothRothIRAStepUpHSA831(b)This slidewillchangeyour lifeRolloverSelf-InsuranceTax-freeStockIRSScrutinyPensionPenaltyMicrocaptive$7,000BondInheritanceTaxQualifiedCharitableDistribution$7,500InsuranceSIMPLEIRAGiftLongevityRiskDiversificationSpousalIRAActuary401(k)RothConversionPenaltyLongTermCapitalGainsAssetAllocation

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