IRA

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Across
  1. 2. To move an IRA from one institution to another
  2. 4. Any movement of funds
  3. 7. Withdrawal of funds from an IRA Plan
  4. 9. When breaking terms of an IRA CD
  5. 11. When a contribution exceeds the IRS allowable limits and is later removed, including Net Income Attributable
  6. 14. Required for a new IRA or changes
  7. 16. Income earned through investment of an IRA plan - typically based on contribution
  8. 19. IRA - taxed at time of distribution
  9. 20. $6500 per year/$7500 per year if over 50
  10. 21. Beginning at 73, funds have to be taken from Traditional IRA
  11. 22. Tax reportable movement of funds - from Trad or Simple to Roth IRA - typically subject to tax withholding
Down
  1. 1. An organization that can hold IRA for AH approved by IRS (DB is NOT this)
  2. 3. Reportable movement to funds between IRAs
  3. 5. What IRA stands for
  4. 6. Funds from a retirement account sent as check to the AH prior to being sent to Discover Bank
  5. 8. Needed to change who inherits IRA account
  6. 10. When funds are moved to Roth from Traditional - opposite plan
  7. 12. When AH elects to remove entire contribution from new IRA within allotted timeframe - closing
  8. 13. IRA - taxed prior to contribution
  9. 15. The receiving institution's signature
  10. 17. Organization that can hold an IRA for AH - normally bank or other entity - approved by IRS
  11. 18. Moving funds from one IRA to another within Discover