Investment Fees and Asset Liquidation. Certain investment- related fees, which apply to your Beneficiary IRA, must be charged to your Beneficiary IRA and cannot be paid by you. We have the right to liquidate your Beneficiary IRA assets to pay fees and expenses, federal tax levies, or other assessments on your Beneficiary IRA. If you do not direct us on the liquidation, we will
Appears in 2 contracts
Samples: Traditional Beneficiary Ira Amendment, Traditional Beneficiary Ira Amendment
Investment Fees and Asset Liquidation. Certain investment- related fees, which apply to your Beneficiary IRA, must be charged to your Beneficiary IRA and cannot be paid by you. We have the right to liquidate your Beneficiary IRA assets to pay fees and expenses, federal tax levies, or other assessments on your Beneficiary IRA. If you do not direct us on the liquidation, we willwill liquidate the assets of our choice and will not be responsible for any losses or claims that may arise out of the liquidation.
Appears in 2 contracts
Samples: Roth Beneficiary Ira Amendment, Roth Beneficiary Ira Amendment
Investment Fees and Asset Liquidation. Certain investment- related fees, which apply to your Beneficiary IRA, must be charged to your Beneficiary IRA and cannot be paid by you. We have the right to liquidate your Beneficiary IRA assets to pay fees and expenses, federal tax levies, or other assessments on your Beneficiary IRA. If you do not direct us on the liquidation, we willwill liquidate the assets of our choice and will not be responsible for any losses or claims that may arise out of the liquidation.
Appears in 1 contract
Samples: Customer Agreement
