Financial Disclosure. In General: IRS regulations require the Custodian to provide you with a financial projected growth of your IRA account based upon certain assumptions. Growth in the Value of Your IRA: Growth in the value of your IRA is neither guaranteed nor projected. The value of your IRA will be computed by totaling the fair market value of the assets credited to your account. At least once a year the Custodian will send you a written report stating the current value of your IRA assets. The Custodian shall disclose separately a description of:
Appears in 20 contracts
Samples: Custodial Agreement, Simplified Employee Pension—individual Retirement Accounts Contribution Agreement, Simple Ira Custodial Agreement
Financial Disclosure. In General: IRS regulations require the Custodian to provide you with a financial projected growth of your SIMPLE IRA account based upon certain assumptions. Growth in the Value of Your SIMPLE IRA: Growth in the value of your SIMPLE IRA is neither guaranteed nor projected. The value of your SIMPLE IRA will be computed by totaling the fair market value of the assets credited to your account. At least once a year the Custodian will send you a written report stating the current value of your SIMPLE IRA assets. The Custodian shall disclose separately a description of:
Appears in 7 contracts
Samples: Simple Individual Retirement Custodial Account, Simple Ira Custodial Agreement, Traditional Individual Retirement Custodial Agreement
Financial Disclosure. In General: IRS regulations require the Custodian to provide you with a financial projected growth of your IRA account based upon certain assumptions. Growth in the Value of Your IRA: Growth in the value of your IRA is neither guaranteed nor projected. The value of your IRA will be computed by totaling the fair market value of the assets credited to your account. At least once a year the Custodian or Administrator will send you a written report stating the current value of your IRA assets. The Custodian or Administrator shall disclose separately a description of:
Appears in 1 contract
Samples: Self Directed Ira Application and Adoption Agreement
