Gift Tax. Transfers of your Xxxx XXX assets to a beneficiary made during your life and at your request may be subject to federal gift tax under IRC Sec. 2501.
Appears in 70 contracts
Samples: Roth Ira Account Application & Agreement, Customer Account Agreement, Roth Individual Retirement Account Agreement
Gift Tax. Transfers of your Xxxx XXX assets to a beneficiary made during your life and at your request may be subject to federal gift tax under IRC Sec. 2501.
Appears in 18 contracts
Samples: Traditional Individual Retirement Account Custodial Agreement, Individual Retirement Custodial Account Agreement, Individual Retirement Custodial Account Agreement
Gift Tax. Transfers of your inherited Xxxx XXX assets to a successor beneficiary made during your life and at your request may be subject to federal gift tax under IRC Sec. 2501.
Appears in 14 contracts
Samples: Roth Individual Retirement Custodial Account Agreement, Roth Individual Retirement Custodial Account Agreement, Inherited Roth Ira Adoption Agreement
Gift Tax. Transfers of your Xxxx XXX assets to a beneficiary made during your life and at your request may be subject to federal gift tax under IRC Sec. Code section 2501.
Appears in 8 contracts
Samples: Wealthfront Roth Ira Agreement, Roth Ira Plan Agreement, Custodial Agreement
Gift Tax. Transfers of your Xxxx inherited XXX assets to a beneficiary made during your life and at your request may be subject to federal gift tax under IRC Sec. 2501.
Appears in 5 contracts
Samples: Inherited Ira Adoption Agreement, Inherited Ira Adoption Agreement, Inherited Ira Adoption Agreement
Gift Tax. Transfers of your Xxxx XXX assets to a 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: Wealthfront Traditional Ira Agreement, Ira Plan Agreement, Ira Plan Agreement
Gift Tax. Transfers of your Xxxx XXX assets to a beneficiary named 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 2 contracts
Samples: Individual Retirement Custodial Account Agreement, Individual Retirement Custodial Account Agreement
Gift Tax. Transfers of your Xxxx XXX assets to a beneficiary made during your life and at your request may be subject to federal gift tax under IRC Sec. 2501Section 2501 of the Code.
Appears in 2 contracts
Samples: Client Relationship Agreement, Client Relationship Agreement
Gift Tax. Transfers of your Xxxx XXX assets to a beneficiary named 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
