IRA's Pension & Annuities

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Across
  1. 2. A transfer of contributions and earnings from a traditional IRA into a Roth IRA
  2. 3. The measure of the taxpayer's investment in property for tax purposes.
  3. 5. A series of payments made to a taxpayer after retirement.
  4. 7. A personal savings plan that allows the taxpayer to set aside money for retirement.
Down
  1. 1. Pension plans that allow individuals to elect to have their employer contribute part of their pay to a pension fund rather than have it paid to them.
  2. 4. A series of payments made under a contract.
  3. 6. IRA that is set up by a married taxpayer for a spouse who receives little or no compensation.