Gift Tax. Transfers of your IRA assets to a named Beneficiary made during your life and at your request, may be subject to federal gift tax under IRC Sec. 2501.
Appears in 58 contracts
Samples: Ira Prototype Plan Agreement, Prototype Plan Agreement, secure.alpsinc.com
Gift Tax. Transfers of your IRA assets to a named Beneficiary beneficiary made during your life and at your request, request may be subject to federal gift tax under IRC Sec. 2501.
Appears in 43 contracts
Samples: Ach Agreement, Individual Retirement Custodial Account Agreement, Individual Retirement Trust Account Agreement
Gift Tax. Transfers of your inherited IRA assets to a named Beneficiary beneficiary made during your life and at your request, request may be subject to federal gift tax under IRC Sec. 2501.
Appears in 12 contracts
Samples: Individual Retirement Custodial Account Agreement, Individual Retirement Custodial Account Agreement, Individual Retirement Custodial Account Agreement
Gift Tax. Transfers of your IRA assets to a named Beneficiary beneficiary made during your life and at your request, request may be subject to federal gift tax under IRC Sec. Code section 2501.
Appears in 5 contracts
Samples: www.navyfederal.org, www.navyfederal.org, Traditional Individual Retirement Custodial Agreement
Gift Tax. Transfers of your IRA assets to a named Beneficiary made during your life and at your request, may be subject to federal gift tax under IRC Sec. Code Section 2501.
Appears in 4 contracts
Samples: cdn.cocodoc.com, Combined Listed, www.firsttrustretirement.com
Gift Tax. Transfers of your SIMPLE IRA assets to a named Beneficiary beneficiary made during your life and at your request, request may be subject to federal gift tax under IRC Sec. 2501.
Appears in 2 contracts
Samples: www.stifel.com, Stifel Account
Gift Tax. Transfers of your inherited Roth IRA assets to a named Beneficiary successor beneficiary made during your life and at your request, request may be subject to federal gift tax under IRC Sec. 2501.
Appears in 1 contract
Samples: www.stifel.com
Gift Tax. Transfers of your SEP IRA assets to a named Beneficiary beneficiary made during your life and at your request, request may be subject to federal gift tax under IRC Sec. 2501.
Appears in 1 contract
Samples: www.horizontrust.com
