Retirement
High-income clients can use this strategy to contribute to a Roth IRA indirectly
Back-Door Roth Conversion
This magical object decides which of the four Hogwarts houses each new student will join
The Sorting Hat
The Declaration of Independence was written in this year
1776
Who's the "Best" Daniel?
Daniel Thompson
This was the nickname of the 1992 Olympic Basketball Team including Michael Jordan, Magic Johnson, and Larry Bird
The Dream Team
This IRS rule allows individuals aged 50 or older to contribute additional amounts to retirement plans beyond the standard limit
Catch-Up Rule
In "The Wizard of Oz", this was the name of Dorothy's dog
Toto
John Adams
What's the first thing you see when opening the Team Bryant OneNote?
The Jolly Green Bryant
What is the term for a score of three under par on a single golf hole?
Albatross
First-Time Home Purchase
The character TARS is featured in this 2014 Sci-Fi film
Interstellar
This 1930's environmental disaster forced thousands to leave the Great Plains
The Dust Bowl
This person is the unofficial 9/10 for Team Bryant
Mason Waddle
Athens, Greece
This IRA form, found on IRS.GOV, provides further instructions and a rate table that is appropriate for your tax situation
W-4R
This movie won the award for "Best Motion Picture" at the 96th Oscars in 2024
Oppenheimer
This city served as the first capital of the United States before Washington, D.C.
Philadelphia
What was Daniel's rap about in a previous team meeting?
CEI
This NFL player holds the record for most career rushing yards of all time
Emmitt Smith
When a client has both pre-tax and after-tax IRA balances, the IRS requires this method/rule to determine taxation during a Roth Conversation
Pro-Rata Rule
This Highest-Grossing Movie of All-Time (Adjusted for Inflation) was produced in 1939
Gone with the Wind
This set of policies and programs, created under Franklin D. Roosevelt in the 1930s, aimed to provide jobs and stimulate the economy during the Great Depression
The New Deal
What are the names of BOTH Daniel Bryant's dogs?
Phoebe & Muchos
In a regular season NHL game, how many total players are on the ice during overtime
Eight (3 on 3 plus goalies)