IRA Terminology

Edit Answers
12345678910
Across
  1. 2. Money you deposit into an IRA account.
  2. 3. Any person or entity the owner chooses to receive benefits from an IRA when he or she dies.
  3. 7. The most basic way to move funds from one IRA account to another
  4. 9. Any person or entity that receives benefits from an IRA if the primary beneficiary is deceased.
  5. 10. Moving funds from an employer-sponsored plan into a traditional IRA and funds are sent directly to the member where there is a 60-day window to send to the new IRA account.
Down
  1. 1. Money you take out from an IRA account
  2. 4. The minimum amount you must withdraw from your IRA account each year.
  3. 5. Moving funds from an employer-sponsored plan into a traditional IRA and funds are sent directly from one to the other.
  4. 6. Tax obligations are delayed until funds are distributed during retirement.
  5. 8. An individual's Adjusted Gross Income with certain tax deductions added back in.