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, Ira Prototype Plan Agreement, Ira Prototype Plan 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. 2501.
Appears in 44 contracts
Samples: Traditional Individual Retirement Custodial Account Agreement, Individual Retirement Custodial Account Agreement, Individual Retirement Custodial 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 11 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: Simplified Employee Pension (Sep) Individual Retirement Accounts Contribution Agreement, Simplified Employee Pension (Sep) Contribution Agreement, Traditional Individual Retirement Custodial Account 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: Ira Prototype Agreement and Disclosure Statement, Ira Prototype Agreement and Disclosure Statement, Ira Prototype Agreement
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: Wealth Management Agreement, Account Agreement
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: Wealth Management 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. 2501Section 2501 of the Code.
Appears in 1 contract
Samples: Client Relationship Agreement
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: Custodial Agreement
