Dates & Ages
How old do you have to be to open an IRA?
18
What are the minimum tax withholding percentages for both Federal and State of Oregon?
FEDERAL- 10%
OR STATE-8%
What is the RG used to generate Ascensus?
IRA.FORMS
What is Gary's fur baby named?
Beso
Name 2 of the 4 celebrities that passed away last week
1. Ozzy Osbourne
2. Hulk Hogan
3. Malcolm-Jamal Warner
4. Chuck Mangione
73
Which IRA type does not have RMD?
Roth IRA
What form in Ascensus is filled out when a member changes their name or address?
Change Notice Form
What type of pet does Logan have, and what is the name?
Lizard, Oscar
Name the popular social entertainment feature that is common at sports arenas and recently got a CEO into some trouble
Kiss Cam
What is the date range for the federal tax return deadline?
Jan 1- April 15th
The IRS allows tax- and penalty-free rollovers from one tax-advantaged retirement plan or account to another, but only if you follow the _____day rollover rule.
60 day
What does RMD stand for?
Required minimum distribution
What is the name of Emily's pet and what color is it?
Atlas, Black
Name of the performer who played Super Bowl 2025 Halftime show
Kendrick Lamar
What is the maximum amount a person can contribute to their IRA per year if they are 50 and over?
$8000
Which 4 pieces of information are required to establish a beneficiary for an IRA?
What does FMV stand for?
What is the name of Saul's pet and what breed is it?
Kal-el, Husky
What song did Katy Perry sing during her brief flight to space in April 2025?
"What a Wonderful World"
59 1/2
1. Take distribution
2.Set up inherited IRA
3. If spouse, you can treat as your own
Members may ask you to reach out to their
other financial institutions to request IRA
funds to be transferred to our credit union.
Direct Transfer Request
What are Scott's two cats names?
George and Oliver aka Georange and Smoliver
In 2025, this river rose 26 feet in 45 minutes in Central Texas.
Guadalupe River