Collectibles. You may not invest the assets of your IRA in collectibles (within the meaning of IRC Sec. 408(m)). A collectible is defined as any work of art, rug or antique, metal or gem, stamp or coin, alcoholic beverage, or other tangible personal property specified by the Internal Revenue Service (IRS). However, specially minted United States gold and silver coins and certain state-issued coins are permissible investments. Platinum coins and certain gold, silver, platinum, or palladium bullion (as described in IRC Sec. 408(m)(3)) are also permitted as IRA investments.
Appears in 58 contracts
Samples: Ira Prototype Plan Agreement, Ira Prototype Plan Agreement, Ira Prototype Plan Agreement
Collectibles. You may not invest the assets of your IRA in collectibles (within the meaning of IRC Sec. 408(m)). A collectible is defined as any work of art, rug or antique, metal or gem, stamp or coin, alcoholic beverage, or other tangible personal property specified by the Internal Revenue Service (IRS). However, specially minted United States gold and silver coins coins, and certain state-issued coins are permissible investments. Platinum coins and certain gold, silver, platinum, or palladium bullion (as described in IRC Sec. 408(m)(3)) are also permitted as IRA investments.
Appears in 37 contracts
Samples: Traditional Individual Retirement Custodial Account Agreement, Individual Retirement Custodial Account Agreement, Traditional Individual Retirement Custodial Account Agreement
Collectibles. You may not invest the assets of your SIMPLE IRA in collectibles (within the meaning of IRC Sec. 408(m)). A collectible is defined as any work of art, rug or antique, metal or gem, stamp or coin, alcoholic beverage, or other tangible personal property specified by the Internal Revenue Service (IRS). However, specially minted United States gold and silver coins coins, and certain state-issued coins are permissible investments. Platinum coins and certain gold, silver, platinum, platinum or palladium bullion (as described in IRC Sec. 408(m)(3)) also are also permitted as SIMPLE IRA investments.
Appears in 14 contracts
Samples: Simple Ira Custodial Account Agreement, Simple Ira Custodial Account Agreement, Ira Plan Agreement & Disclosure
Collectibles. You may not invest the assets of your SIMPLE IRA in collectibles (within the meaning of IRC Sec. 408(m)). A collectible is defined as any work of art, rug or antique, metal or gem, stamp or coin, alcoholic beverage, or other tangible personal property specified by the Internal Revenue Service (IRS). However, specially minted United States gold and silver coins coins, and certain state-issued state‐issued coins are permissible investments. Platinum coins and certain gold, silver, platinum, platinum or palladium bullion (as described in IRC Sec. 408(m)(3)) also are also permitted as SIMPLE IRA investments.
Appears in 8 contracts
Samples: Simple Ira Custodial Account Adoption Agreement, Simple Ira Custodial Account Adoption Agreement, Simple Ira Account Application
Collectibles. You may not invest the assets of your inherited IRA in collectibles (within the meaning of IRC Sec. 408(m)). A collectible is defined as any work of art, rug or antique, metal or gem, stamp or coin, alcoholic beverage, or other tangible personal property specified by the Internal Revenue Service (IRS). However, specially minted United States gold and silver coins coins, and certain state-issued coins are permissible investments. Platinum coins and certain gold, silver, platinum, or palladium bullion (as described in IRC Sec. 408(m)(3)) are also permitted as inherited IRA investments.
Appears in 8 contracts
Samples: Individual Retirement Custodial Account Agreement, Individual Retirement Custodial Account Agreement, Individual Retirement Custodial Account Agreement
Collectibles. You may not invest the assets of your IRA XXX in collectibles (within the meaning of IRC Sec. 408(m)). A collectible is defined as any work of art, rug or antique, metal or gem, stamp or coin, alcoholic beverage, or other tangible personal property specified by the Internal Revenue Service (IRS). However, specially minted United States gold and silver coins coins, and certain state-issued coins are permissible investments. Platinum coins and certain gold, silver, platinum, or palladium bullion (as described in IRC Sec. 408(m)(3)) are also permitted as IRA investmentsIRAinvestments.
Appears in 5 contracts
Samples: Individual Retirement Custodial Account Agreement, Individual Retirement Custodial Account Agreement, Individual Ira or Sep Account Application & Agreement
Collectibles. You may not invest the assets of your IRA in collectibles (within the meaning of IRC Sec. 408(m)). A collectible is defined as any work of art, rug or antique, metal or gem, stamp or coin, alcoholic beverage, or other tangible personal property specified by the Internal Revenue Service (IRS). However, specially minted United States gold and silver coins coins, and certain state-issued state‐issued coins are permissible investments. Platinum coins and certain gold, silver, platinum, or palladium bullion (as described in IRC Sec. 408(m)(3)) are also permitted as IRA investments.
Appears in 4 contracts
Samples: Individual Retirement Custodial Account Agreement, Individual Retirement Custodial Account Agreement, Individual Retirement Custodial Account Agreement
Collectibles. You may not invest the assets of your IRA in collectibles col- lectibles (within the meaning of IRC Sec. 408(m)). A collectible is defined as any work of art, rug rug, or antique, metal or gem, stamp or coin, alcoholic beverage, or other tangible personal property specified by the Internal Revenue Service (IRS). However, specially spe- cially minted United States gold and silver coins coins, and certain state-state- issued coins are permissible investments. Platinum coins and certain gold, silver, platinum, or palladium bullion (as described in IRC Sec. 408(m)(3)) are also permitted as IRA investments.
Appears in 4 contracts
Samples: Wealth Management Agreement, Account Agreement, Account Agreement
Collectibles. You may not invest the assets of your SIMPLE IRA in collectibles (within the meaning of IRC Sec. 408(m)). A collectible is defined as any work of art, rug rug, or antique, metal or gem, stamp or coin, alcoholic beverage, or other tangible personal per- xxxxx property specified by the Internal Revenue Service (IRS). However, specially minted United States gold and silver coins and certain state-issued coins are permissible investments. Platinum coins and certain gold, silver, platinum, platinum or palladium bullion (as described in IRC Sec. 408(m)(3)) also are also permitted as SIMPLE IRA investments.
Appears in 4 contracts
Samples: Wealth Management Agreement, Account Agreement, Account Agreement
Collectibles. You may not invest the assets of your IRA in collectibles (within the meaning of IRC Sec. Code Section 408(m)). A collectible is defined as any work of art, rug or antique, metal or gem, stamp or coin, alcoholic beverage, or other tangible personal property specified by the Internal Revenue Service (IRS). However, specially minted United States gold and silver coins and certain state-state- issued coins are permissible investments. Platinum coins and certain gold, silver, platinum, or palladium bullion (as described in IRC Sec. Code Section 408(m)(3)) are also permitted as IRA investments.
Appears in 4 contracts
Samples: Ira Prototype Agreement and Disclosure Statement, Ira Prototype Agreement and Disclosure Statement, Ira Prototype Agreement
Collectibles. You may not invest the assets of your inherited IRA in collectibles (within the meaning of IRC Sec. 408(m)). A collectible is defined as any work of art, rug rug, or antique, metal or gem, stamp or coin, alcoholic beverage, or other tangible personal per- xxxxx property specified by the Internal Revenue Service (IRS). However, specially minted United States gold and silver coins and certain state-issued coins are permissible investments. Platinum coins and certain gold, silver, platinum, or palladium bullion (as described in IRC Sec. 408(m)(3)) are also permitted as inherited IRA investments.
Appears in 4 contracts
Samples: Account Agreement, Account Agreement, Account Agreement
Collectibles. You may not invest the assets of your IRA in collectibles (within the meaning of IRC Sec. Code section 408(m)). A collectible is defined as any work of art, rug or antique, metal or gem, stamp or coin, alcoholic beverage, or other tangible personal property specified by the Internal Revenue Service (IRS). However, specially minted United States gold and silver coins coins, and certain state-issued coins are permissible investments. Platinum coins and certain gold, silver, platinum, platinum or palladium bullion (as described in IRC Sec. Code section 408(m)(3)) are also permitted as IRA investments.
Appears in 2 contracts
Samples: Traditional Individual Retirement Custodial Account Agreement, Custodial Agreement
Collectibles. You may not invest the assets of your IRA in collectibles (within the meaning of IRC Sec. Code section 408(m)). A collectible is defined as any work of art, rug or antique, metal or gem, stamp or coin, alcoholic beverage, or other tangible personal property specified by the Internal Revenue Service (IRS). However, specially minted United States gold and silver coins coins, and certain state-state- issued coins are permissible investments. Platinum coins and certain gold, silver, platinum, platinum or palladium bullion (as described in IRC Sec. Code section 408(m)(3)) are also permitted as IRA investments.
Appears in 1 contract
Samples: Adoption Agreement
Collectibles. You may not invest the assets of your IRA in collectibles (within the meaning of IRC Sec. 408(m)). A collectible is defined as any work of art, rug or antique, metal or gem, stamp or coin, alcoholic beveragexxx- erage, or other tangible personal property specified by the Internal Revenue Rev- enue Service (IRS). However, specially minted United States gold and silver coins coins, and certain state-issued coins are permissible investments. Platinum coins and certain gold, silver, platinum, or palladium bullion (as described in IRC Sec. 408(m)(3)) are also permitted as IRA investments.
Appears in 1 contract
Samples: Traditional Ira Custodial Document
Collectibles. You may not invest the assets of your IRA in collectibles (within the meaning of IRC Sec. 408(m)). A collectible is defined as any work of art, rug or antiquean- tique, metal or gem, stamp or coin, alcoholic beverage, or other tangible personal property specified by the Internal Revenue Service (IRS). However, specially minted United States gold and silver coins coins, and certain state-issued coins are permissible investments. Platinum coins and certain gold, silver, platinum, or palladium bullion (as described in IRC Sec. 408(m)(3)) are also permitted as IRA investments.
Appears in 1 contract
Samples: Traditional Ira Plan Agreement
Collectibles. You may not invest the assets of your SEP IRA in collectibles (within the meaning of IRC Sec. 408(m)). A collectible is defined as any work of art, rug or antique, metal or gem, stamp or coin, alcoholic beverage, or other tangible personal property specified by the Internal Revenue Service (IRS). However, specially minted United States gold and silver coins coins, and certain state-issued coins are permissible investments. Platinum coins and certain gold, silver, platinum, or palladium bullion (as described in IRC Sec. 408(m)(3)) are also permitted as SEP IRA investments.
Appears in 1 contract
Samples: Custodial Agreement
Collectibles. You may not invest the assets of your inherited IRA in collectibles (within the meaning of IRC Sec. 408(m)). A collectible is defined as any work of art, rug rug, or antique, metal or gem, stamp or coin, alcoholic beverage, or other tangible personal per- xxxxx property specified by the Internal Revenue Service (IRS). However, specially minted United States gold and silver coins and certain state-issued coins are permissible investments. Platinum coins and certain gold, silver, platinum, or palladium bullion (as described in IRC Sec. 408(m)(3)) are also permitted as IRA investments.palladium
Appears in 1 contract
Samples: Wealth Management Agreement
Collectibles. You may not invest the assets of your SIMPLE IRA in collectibles (within the meaning of IRC Sec. 408(m)). A collectible is defined as any work of art, rug or antique, metal or gem, stamp or coin, alcoholic beverage, or other tangible personal property specified by the Internal Revenue Service (IRS). However, specially minted United States gold and silver coins coins, and certain state-issued state‑issued coins are permissible investments. Platinum coins and certain gold, silver, platinum, platinum or palladium bullion (as described in IRC Sec. 408(m)(3)) also are also permitted as SIMPLE IRA investments.
Appears in 1 contract
Samples: Simple Ira Adoption Agreement
Collectibles. You may not invest the assets of your IRA in collectibles (within the meaning of IRC Sec. 408(m)). A collectible is defined as any work anyw ork of art, rug or antique, metal or gem, stamp or coin, alcoholic beverage, or other tangible personal property specified by the Internal Revenue Service (IRS). However, specially minted United States gold and silver coins coins, and certain state-issued coins are permissible investments. Platinum coins and certain gold, silver, platinum, or palladium bullion (as described in IRC Sec. 408(m)(3)) are also permitted as IRA investmentsasIRAinvestments.
Appears in 1 contract
Samples: Round Ira Client Agreements
Collectibles. You may not invest the assets of your SIMPLE IRA in collectibles (within the meaning of IRC Sec. 408(m)). A collectible is defined as any work of art, rug or antique, metal or gem, stamp or coin, alcoholic beverage, or other tangible personal property specified by the Internal Revenue Service (IRS). However, specially minted United States gold and silver coins coins, and certain state-issued coins are permissible investments. Platinum coins and certain gold, silver, platinum, platinum or palladium bullion (as described in IRC Sec. 408(m)(3408(m) (3)) also are also permitted as SIMPLE IRA investments.
Appears in 1 contract
Samples: Simple Ira Custodial Agreement
Collectibles. You may not invest the assets of your IRA in collectibles (within the meaning of IRC Sec. Code section 408(m)). A collectible is defined as any work of art, rug or antique, metal or gem, stamp or coin, alcoholic beverage, or other tangible personal property specified by the Internal Revenue Service (IRS). However, specially minted United States gold and silver coins coins, and certain state-state- issued coins are permissible investments. Platinum coins and certain gold, silver, platinum, or palladium bullion (as described in IRC Sec. Code section 408(m)(3)) are also permitted as IRA investments.
Appears in 1 contract
Samples: Traditional Individual Retirement Custodial Account Agreement
