This printable crossword puzzle on the topic of Money & Personal Finance has 15 clues. Answers range from 4 to 27 letters long. This crossword is also available to download as a Microsoft Word document or a PDF.
Who should members seek guidance from before opening an IRA?
A type of IRA that allows individuals to contribute pre-tax income.
A type of IRA that allows individuals to contribute after-tax income.
Members must have ______ income to participate in an IRA.
Members can elect to have federal tax withheld from their IRA distributions, what is the minimum withholding?
Participants must be under age ___________ during the entire year in order to make contributions for that tax year.
Distribution Code 1 and 3 are used for an _____ distribution when a member is under 59 ½. Code 1 is no known exception. Code 3 distribution due to disability.
Code 7 is used for a ______ distribution, when a member is older than 59 ½ or when a member is 72 and older and taking a Lifetime Requirement Distribution.
How many voting rights do our members have on an IRA?
, If the IRA owner is married, who must be their beneficiary?
Each year the IRS announces IRA contribution and income limits for tax reporting. If a member wants to make a contribution to their IRA for the prior tax year, what day is typically the deadline?
Members must be an ________ member before opening an IRA.
Our IRA’s have a Subshare 9 and a Main Share 0. When opening the account we must place a full ___________ on the Main Share 0.
IRA stands for ________________.
In addition to Retirement accounts, EECU also offers The _________ Educations Savings Account.