FEDERAL ESTATE AND GIFT TAXES. Generally there is no specific exclusion for Xxxx IRAs under the Federal estate tax rules. Therefore, in the event of your death, the value of your Xxxx XXX will be includible in your gross estate for Federal estate tax purposes. However, if your surviving spouse is the beneficiary of your Xxxx XXX, the value of your Xxxx XXX may qualify for the marital deduction available under Section 2056 of the Internal Revenue Code. A transfer of property for Federal gift tax purposes does not include an amount which a beneficiary receives from a Xxxx XXX plan. IRS APPROVAL AS TO FORM This Xxxx XXX Custodial Agreement has been approved by the Internal Revenue Service as to form. This is not an endorsement of the plan in operation or of the investments offered.
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Samples: Roth Individual Retirement Account, www.nuviewtrust.com, Custodial Agreement
FEDERAL ESTATE AND GIFT TAXES. Generally there is no specific exclusion for Xxxx IRAs under the Federal estate tax rules. Therefore, in the event of your death, the value of your Xxxx XXX IRA balance will be includible in your gross estate for Federal estate tax purposes. However, if your surviving spouse is the beneficiary of your Xxxx XXXIRA, the value of amount in your Xxxx XXX IRA may qualify for the marital deduction available under Section 2056 of the Internal Revenue Code. A transfer of property for Federal gift tax purposes does not include an amount which a beneficiary receives from a Xxxx XXX an IRA plan. IRS APPROVAL AS TO FORM This Xxxx XXX IRA Custodial Agreement has been approved by the Internal Revenue Service as to form. This is not an endorsement of the plan in operation or of the investments offered.
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Samples: content.lincolninvestment.com, Retirement Custodial Account Agreement, Retirement Custodial Account Agreement
FEDERAL ESTATE AND GIFT TAXES. Generally there is no specific exclusion for Xxxx IRAs under the Federal estate tax rules. Therefore, in the event of your death, the value of your Xxxx XXX will be includible in your gross estate for Federal estate tax purposes. However, if your surviving spouse is the beneficiary of your Xxxx XXX, the value of your Xxxx XXX may qualify for the marital deduction available under Section 2056 of the Internal Revenue Code. A transfer of property for Federal gift tax purposes does not include an amount which a beneficiary receives from a Xxxx XXX plan. IRS APPROVAL AS TO FORM This Xxxx XXX Custodial Agreement custodial agreement has been approved by the Internal Revenue Service as to form. This is not an endorsement of the plan in operation or of the investments offered.
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Samples: Custodial Agreement, Custodial Agreement, Simple Ira
FEDERAL ESTATE AND GIFT TAXES. Generally there is no specific exclusion for Xxxx IRAs under the Federal estate tax rules. Therefore, in the event of your death, the value of your Xxxx XXX balance will be includible in your gross estate for Federal estate tax purposes. However, if your surviving spouse is the beneficiary of your Xxxx XXX, the value of amount in your Xxxx XXX may qualify for the marital deduction available under Section 2056 of the Internal Revenue Code. A transfer of property for Federal gift tax purposes does not include an amount which a beneficiary receives from a Xxxx an XXX plan. IRS APPROVAL AS TO FORM This Xxxx XXX Custodial Agreement has been approved by the Internal Revenue Service as to form. This is not an endorsement of the plan in operation or of the investments offered.
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Samples: Brochure Customer Agreement and Information Brochure, content.lincolninvestment.com, www.theentrustgroup.com
FEDERAL ESTATE AND GIFT TAXES. Generally there is no specific exclusion for Xxxx IRAs under the Federal estate es- xxxx tax rules. Therefore, in the event of your death, the value of your Xxxx XXX will be includible in your gross estate for Federal estate tax purposes. However, if your surviving spouse is the beneficiary of your Xxxx XXX, the value of your Xxxx XXX may qualify for the marital deduction available under Section 2056 of the Internal Revenue Code. A transfer of property for Federal gift tax purposes does not include an amount which a beneficiary receives from a Xxxx XXX plan. IRS APPROVAL AS TO FORM This Xxxx XXX Custodial Agreement has been approved by the Internal Revenue Rev- enue Service as to form. This is not an endorsement of the plan in operation or of the investments offered.
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Samples: content.lincolninvestment.com, content.lincolninvestment.com
FEDERAL ESTATE AND GIFT TAXES. Generally there is no specific exclusion for Xxxx IRAs under the Federal estate tax rules. Therefore, in the event of your death, the value of your Xxxx XXX will be includible in your gross estate for Federal estate tax purposes. However, if your surviving spouse is the beneficiary be neficiary of your Xxxx XXX, the value of your Xxxx XXX may qualify for the marital deduction available under Section 2056 of the Internal Revenue Code. A transfer of property for Federal gift tax purposes does not include an amount which a beneficiary receives from a Xxxx XXX plan. IRS APPROVAL AS TO FORM This Xxxx XXX Custodial Agreement has been approved by the Internal Revenue Service as to form. This is not an endorsement of the t he plan in operation or of the investments offered.
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Samples: www-us.computershare.com
FEDERAL ESTATE AND GIFT TAXES. Generally Generally, there is no specific exclusion for Xxxx IRAs under the Federal estate tax rules. Therefore, in the event of your death, the value of your Xxxx XXX will be includible in your gross estate for Federal estate tax purposes. However, if your surviving spouse is the beneficiary of your Xxxx XXX, the value of your Xxxx XXX may qualify for the marital deduction available under Section 2056 of the Internal Revenue Code. A transfer of property for Federal gift tax purposes does not include an amount which a beneficiary receives from a Xxxx XXX plan. IRS APPROVAL AS TO FORM This Xxxx XXX Custodial Agreement custodial agreement has been approved by the Internal Revenue Service as to form. This is not an endorsement of the plan in operation or of the investments offered.
Appears in 1 contract
Samples: Custodial Agreement
FEDERAL ESTATE AND GIFT TAXES. Generally there is no specific exclusion for Xxxx IRAs under the Federal estate tax rules. Therefore, in the event of your death, the value of your Xxxx XXX balance will be includible in your gross estate for Federal estate tax purposes. However, if your surviving spouse is the beneficiary of your Xxxx XXX, the value of amount in your Xxxx XXX may qualify for the marital deduction available under Section 2056 of the Internal Revenue Code. A transfer of property for Federal gift tax purposes does not include an amount which a beneficiary receives from a Xxxx XXX plan. IRS APPROVAL AS TO FORM This Xxxx XXX Custodial Agreement has been approved by the Internal Revenue Service as to form. This is not an endorsement of the plan in operation or of the investments offered.
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