Across
- 2. States that leave the decision on whether to withhold state taxes or not up to the owner are called _ States (9)
- 4. RMDs only apply to these type of accounts (9)
- 5. Penalty for withdrawing money earlier than agreed. (9,6)
- 6. non-qualified contracts are funded with post-tax money. This is known as _ _ (4,5)
- 7. Another name for a withdrawal (9)
- 11. a distribution made before the age of 59.5 is referred to as a _ distribution(9)
Down
- 1. A withdrawal that reoccurs on a regular basis (10)
- 3. Banks use this to verify the legitimacy of a request (9,9)
- 6. Default method of disbursement (5)
- 8. A request that is not in good order is said to be... (4)
- 9. Abbreviation for Tax Equity and Fiscal Responsibility Act of 1982 (5)
- 10. If you are not satisfied you can cancel/return the policy under the _ _ provision (4,4)