CHARITABLE DISTRIBUTIONS. If you are age 70½ or older, you may make tax-free distributions of up to $100,000 per year directly from your IRA to certain charitable organizations. Special tax rules may apply. This provision applies to distributions during tax years 2008 and 2009, or until such later time as extended by Congress. For further detailed information you may wish to obtain IRS Publication 590, Individual Retirement Arrangements from the IRS.
Appears in 5 contracts
Samples: Ira Prototype Agreement and Disclosure Statement, Custodial Agreement, Ira Prototype Agreement and Disclosure Statement
CHARITABLE DISTRIBUTIONS. If you are age 70½ or older, you may make tax-free distributions of up to $100,000 per year directly from your IRA Xxxx XXX to certain charitable organizations. Special tax rules may apply. This provision applies to distributions during tax years 2008 and 2009, or until such later time as extended by Congress. For further detailed information you may wish to obtain IRS Publication 590, Individual Retirement Arrangements from the IRS.
Appears in 4 contracts
Samples: Roth Ira Account Agreement, Custodial Agreement, Roth Ira
CHARITABLE DISTRIBUTIONS. If you are age 70½ or older, you may make tax-free distributions of up to $100,000 per year directly from your IRA XXX to certain charitable organizations. Special tax rules may apply. This provision applies to distributions during tax years 2008 and 2009, or until such later time as extended by Congress. For further detailed information you may wish to obtain IRS Publication 590, Individual Retirement Arrangements from the IRS.
Appears in 2 contracts
Samples: Individual Retirement Custodial Account Agreement, Individual Retirement Custodial Account Agreement
CHARITABLE DISTRIBUTIONS. If you are age 70½ or older, you may make tax-free tax-‐free distributions of up to $100,000 per year directly from your IRA XXX to certain charitable organizations. Special tax rules may apply. This provision applies to distributions during tax years 2008 and 2009, or until such later time as extended by Congress. For further detailed information you may wish to obtain IRS Publication 590, Individual Retirement Arrangements from the IRS.
Appears in 1 contract
CHARITABLE DISTRIBUTIONS. If you are age 70½ or older, you may make tax-free tax-‐free distributions of up to $100,000 per year directly from your IRA Xxxx XXX to certain charitable organizations. Special tax rules may apply. This provision applies to distributions during tax years 2008 and 2009, or until such later time as extended by Congress. For further detailed information you may wish to obtain IRS Publication 590, Individual Retirement Arrangements from the IRS.
Appears in 1 contract
Samples: Wealthfront Roth Ira Agreement
CHARITABLE DISTRIBUTIONS. If you are age 70½ 701⁄2 or older, you may make tax-free distributions of up to $100,000 per year directly from your IRA to certain charitable organizations. Special tax rules may apply. This provision applies to distributions during tax years 2008 and 2009, or until such later time as extended by Congress. For further detailed information you may wish to obtain IRS Publication 590, Individual Retirement Arrangements from the IRS. This provision applies to distributions during tax years 2006 and 2007.
Appears in 1 contract
Samples: Adoption Agreement
CHARITABLE DISTRIBUTIONS. If you are age 70½ 701⁄2 or older, you may make tax-tax- free distributions of up to $100,000 per year directly from your IRA Xxxx XXX to certain charitable organizations. Special tax rules may apply. This provision applies to distributions during tax years 2008 and 2009, or until such later time as extended by Congress. For further detailed information you may wish to obtain IRS Publication 590, Individual Retirement Arrangements from the IRS. This provision applies to distributions during tax years 2006 and 2007.
Appears in 1 contract
Samples: Roth Individual Retirement Custodial Account Agreement
CHARITABLE DISTRIBUTIONS. If you are age 70½ 701/2 or older, you may make tax-free distributions of up to $100,000 per year directly from your IRA Xxxx XXX to certain charitable organizations. Special tax rules may apply. This provision applies to distributions during tax years 2008 and 2009, or until such later time as extended by Congress. For further detailed information you may wish to obtain IRS Publication 590, Individual Retirement Arrangements from the IRS. This provision applies to distributions during tax years 2006 and 2007.
Appears in 1 contract
Samples: Adoption Agreement Roth Ira
