IRA'S
What is an IRA?
Tax Free Individual Retirement Account
What is a Roth IRA?
Investment account to save for college
What is a 529?
Moving funds from employer plan to an IRA
what is a Rollover?
Lead initiated by an employee
What is a referral?
Contribution limit if you are under age 50
What is $7,000 ?
contribution limit if you are under age 50
What is $7,000?
The person who has control over the account
Who is the account owner?
This seal may be necessary while completing rollover forms
What is a Notary?
The number that you must include in your referral notes
What is the member number?
The age at which you can begin withdrawals penalty free
What is 59 1/2 ?
Contribution limit if you are over age 50
What is $8,000 ?
The minimum investment amount to start up an account
What is $255 or $50/month
What is TSP-Thrift Savings Plan?
The "F" word that should not be used while making a referral?
What is Free?
The age at which you must begin taking distributions
What is 73?
Percentage of penalty if withdrawing earnings prior to age 59 1/2
What is 10% ?
Qualified Distributions are free from this Tax
What is Federal Tax?
What is 60 days?
The area of the referral entry where you indicate which branch the referral came from
What is the source?
The percentage of Penalty for not taking your RMD (Required Minimum Distribution)
What is 50%?
Earning are ______ After 5 years and 59 1/2
What is Tax-Free?
The percentage of penalty for a non-qualified distribution
What is 10%?
The age you become eligible to do a rollover
What is any age?
Recite your referral statement
Are you aware we have Wealth Advisor Available?