Direct & Indirect Rollovers
Across
- 1. IRA 60 Day Rollovers are always what?
- 4. when a client takes control of the distributed funds from an IRA
- 5. Required Minimum Distribution
- 10. 20% withholding required
Down
- 2. The client does not receive any of the funds directly
- 3. 1099-R distribution code for a direct rollover of pre-tax money
- 6. web046919
- 7. 1099-R distribution code for a direct rollover of Roth money
- 8. Rollovers that only apply to employer plans
- 9. Employer Plan Rollovers-Plan Types & Descriptions