Direct & Indirect Rollovers

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