Across
- 2. The after-tax investment in an IRA
- 3. When an IRA contribution is more than is permitted
- 7. Movement of assets from traditional IRA to Roth that must be done by December 31, to count for this year
- 9. Acronym for charitable donation that can be made from IRAs by those 70 1/2 and older
- 10. Two word phrase for penalty for missing RMD deadline
- 11. Beneficiary who has a maximum payout period of ten years
- 12. Acronym for minimum withdrawal requirement by IRA owner over age 72
Down
- 1. The only way a nonspouse beneficiary can move an IRA
- 4. The type of IRA contributions that can qualify for tax-free growth
- 5. A type of IRA that holds assets for a beneficiary.
- 6. The only life expectancy table that can be used to calculate RMDs for inherited IRAs
- 8. beneficiary who inherits IRA from primary beneficiary