Income Allocable to Excess Amounts. The rules for determining and allocating income to excess elective deferrals, excess SEP contributions, and disallowed deferrals are the same as those governing regular XXX contributions. The trustee or custodian of your SEP-XXX will inform you of the income allocable to excess amounts.
Appears in 9 contracts
Samples: Adoption Agreement (Dreyfus Lifetime Portfolios Inc), Adoption Agreement (Premier Strategic Growth Fund), Adoption Agreement (Dreyfus Strategic Investing)
Income Allocable to Excess Amounts. The rules for determining and allocating income to excess elective deferrals, excess SEP contributions, and disallowed deferrals are the same as those governing regular XXX IRA contributions. The trustee or custodian of your SEP-XXX IRA will inform you of the income allocable to excess these amounts.
Appears in 2 contracts
Samples: Salary Reduction Simplified Employee Pension Contribution Agreement, Sep Agreement
Income Allocable to Excess Amounts. The rules for determining and allocating income to excess elective deferrals, excess SEP contributions, and disallowed deferrals are the same as those governing regular XXX IRA contributions. The trustee or custodian of your SEP-XXX IRA will inform you of the income allocable to excess amounts.
Appears in 1 contract
Samples: Adoption Agreement (Dreyfus Worldwide Dollar Money Market Fund Inc)
