This is the maximum amount a 37 year old can contribute to their IRA this year?

This is the number of years an individual is estimated to live based on his/her current age.

This scenario requires the completion of a Service Request to alert Decedent department the customer is deceased but account not ready to close yet.

This type of IRA Plan allows contributions beyond the age of 70 ½ with earned income.

This is the movement of IRA funds from one bank to another where the customer never has custody of the funds.

This is the source of money placed in a Traditional or Roth IRA.

This is the Beginning Year Balance plus Accrued Interest from previous December 31st

This is the last date which allows non-spouse beneficiaries to use their own Single Life Expectancy.

This table is used if the spouse is the 100% primary beneficiary and more than 10 years younger.

This is the time frame which a customer has to complete an IRA Rollover.

This term defines the window of January 1st to April 15th each tax year

This is used to calculate RMD distributions for most customers.

This option available only to a Sole Spouse Beneficiary with 100% for entire year

Being legally married is a requirement for this type of contribution.

This is the taxable movement of assets from a Traditional IRA to a Roth IRA

This term defines the additional $1,000 that someone over 50 can contribute to an IRA.

This is the Required Beginning Date or the last possible day to take your first RMD.

This type of IRA Plan does not allow beneficiaries to be named.

This is a distribution made under the age of 59 ½ with no qualifying reason.

This is the preferred method for moving funds from and employer plan to Associated Bank.

This is the date for the last contribution to an Education Savings Account.

You need these to take nontaxable distributions from an Education Savings Account

Associated Bank uses this method for calculating life expectancy for multiple beneficiaries.

This individual receives the proceeds from the IRA if the primary beneficiary dies before the IRA Holder is deceased.

These three forms are required when requesting a Trustee Transfer to Associated Bank.