KCU I and RS and IRAs

Horizontal Words

1. What does the "I" stand for in IRA? (10)
3. What day of the month are KCU IRA auto distibutions processed? (5)
5. 529 Accounts are designed to save for what expenses? (7)
7. What is the most common service KCU I&RS helps clients with? (19)
9. What are you not allowed to discuss when mentioning KCU I&RS? (8)
11. What is a good way to discover how the advisors work with clients? (6)
13. True or false: a Distribution form is needed for every one-time withdrawal (4)
15. What is a good cue to watch for in someone's account? (13)
17. Which advisor services new clients in Howards Grove? (4)

Vertical Words

2. The most successful referrals include setting up a what? (11)
4. True or false: You need to have a lot of money to invest (5)
6. If someone says they arelady have an advisor, why should they meet with KCU I&RS (14)
8. IRAs in Teller Nav appear in what color? (3)
10. Which advisor services new clients in Grafton? (3)
12. What is a key piece of the puzzle of KCU I&RS business? (15)
14. What is one way we get the message out about the investment program? (7)
16. We cannot say appointments are "Free" but we can say what? (7)
18. Do KCU I&RS clients need to be KCU members? (2)