Common use of an H Clause in Contracts

an H. R. 10 or Xxxxx plan (for self-employed individuals); or may be required to complete a transfer authorization form prior to h. a plan for federal, state, or local government employees or by an transferring your IRA assets. agency or instrumentality thereof (other than a section 457(b) 2. IRA-to-IRA Rollovers. An IRA rollover is another way to move plan). assets tax-free between IRAs. You may roll over all or a portion of For assistance in determining whether you (or your spouse) are an your IRA assets by taking a distribution from an IRA and active participant, see your employer or a tax or legal professional. recontributing it as a rollover contribution into the same or another IRS Form W-2, Wage and Tax Statement, as provided by your IRA. A rollover contribution is irrevocable. You must report your employer, should indicate whether you are an active participant. IRA rollover to the IRS on your federal income tax return. Your

Appears in 9 contracts

Samples: Individual Retirement Custodial Account Adoption Agreement, Individual Retirement Custodial Account Adoption Agreement, Individual Retirement Custodial Account Adoption Agreement

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