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This is the Cheetah transaction category code for Transfers-in-Kind.
What is 6750?
This is the new annual fee for non-crypto Roth IRA accounts beginning 6/1/23.
What is $395?
This account type has Tax-free earnings and tax free withdrawals for qualified distributions.
What is Roth IRA?
This is the maximum contribution for an HSA, if they're on family insurance policy and are over age 50.
What is $8,300?
A client will need to complete this form if they want to pay by credit card, but their account is Deducted from account.
What is the credit card authorization form?
A client has a pre-tax 401k account and wants to invest into Crypto with roth dollars. What will the client need to do?
What is Open Roth Conversion Crypto IRA, Complete Employer Plan Rollover Deposit Form and provide statement and initiate Direct Rollover of 401k with plan administrator.
This is our asset processing fee.
What is $50?
This account type is a one-time strategy used to convert tax-deferred funds to tax-free funds.
This is the maximum contribution to a Roth IRA for 2023 for a client under age 50.
What is $6,500?
This is the minimum balance requirement for an account if its fee schedule is deduct from account.
What is $500?
The client will receive a check with this type of rollover.
What is indirect rollover?
Also acceptable: What is a 60-day rollover?
This is the annual fee for the Traditional account in a backdoor roth IRA strategy.
What is $100?
This strategy is used by clients with too much income that can't contribute directly to their Roth IRA.
What is Backdoor Roth IRA Strategy?
What is $2000?
This is the annual fee a client would pay for both accounts if they've completed the Roth Conversion application, but want to keep their account open.
(You don't need to do math!)
What is $395 each?
A Roth Solo 401k client has only a Roth IRA account with us. Which forms will the client need to move the Roth IRA funds to us?
What is Employer Plan Rollover Deposit Form?
This is our crypto trading fee.
This account type as a contribution age limit capped at 18.
What is a Coverdell ESA?
A client turns 50 on December 1st, 2023 but want to make a 2022 contribution of $7000 to his Roth before the tax deadline in 2023. If all income requirements are met, and the client made the contribution, can the client make the contribution?
What is no, we cannot accept it?
Where in Cheetah can one can find the client fee schedule?
Where are all asset documentation saved?
What is Cheetah - asset level?
This is our annual paper statement fee.
What is $20?
This account type is a Simplified Employee Pension Plan.
What is a SEP IRA?
An ESA client turns 18 on April 16th, 2023. The guardian wants to make a 2023 contribution to their account on April 16th. Can we accept this contribution?
What is yes, we can accept this contribution?
A crypto client complains that he want to closed out his account because he does not want to pay the new $395 annual fee. What can we do?
What is the new fee schedule does not apply to the Crypto accounts?