Liquidation of Assets. We have the right to liquidate assets in your Xxxx XXX if necessary to make distributions or to pay fees, expenses, taxes, penalties, or surrender charges properly chargeable against your Xxxx XXX. If you fail to direct us as to which assets to liquidate, we will decide, in our complete and sole discretion, and you agree to not hold us liable for any adverse consequences that result from our decision.
Appears in 48 contracts
Samples: Roth Individual Retirement Account Agreement, Roth Individual Retirement Trust Account Agreement, Individual Retirement Account Custodial Agreement
Liquidation of Assets. We have the right to liquidate assets in your Xxxx XXX if necessary to make distributions or to pay fees, expenses, taxes, penalties, or surrender charges properly chargeable against your Xxxx XXX. If you fail to direct us as to which assets to liquidate, we will decide, in our complete and sole discretion, and you agree to not hold us liable for any adverse consequences that result from our decision.
Appears in 19 contracts
Samples: Traditional Individual Retirement Account Custodial Agreement, Individual Retirement Custodial Account Agreement, Individual Retirement Custodial Account Agreement
Liquidation of Assets. We have the right to liquidate assets in your Xxxx XXX if necessary to make distributions or to pay fees, expenses, taxes, penalties, or surrender charges properly chargeable against your Xxxx XXX. If you fail to direct us as to which assets to liquidate, we will decide, in our complete and sole discretion, and you agree not to not hold us liable for any adverse consequences that result from our decision.
Appears in 16 contracts
Samples: Roth Ira Account Application & Agreement, Customer Account Agreement, Roth Ira Account Application & Agreement
Liquidation of Assets. We have the right to liquidate assets in your inherited Xxxx XXX if necessary to make distributions or to pay fees, expenses, taxes, penalties, or surrender charges properly chargeable against your inherited Xxxx XXX. If you fail to direct us as to which assets to liquidate, we will decide, in our complete and sole discretion, and you agree to not hold us liable for any adverse consequences that result from our decision.
Appears in 9 contracts
Samples: Roth Individual Retirement Custodial Account Agreement, Roth Individual Retirement Custodial Account Agreement, Inherited Roth Ira Adoption Agreement
Liquidation of Assets. We have the right to liquidate assets in your Xxxx inherited XXX if necessary to make distributions or to pay fees, expenses, taxes, penalties, or surrender charges properly chargeable against your Xxxx inherited XXX. If you fail to direct us as to which assets to liquidate, we will decide, in our complete and sole discretion, and you agree to not hold us liable for any adverse consequences that result from our decision.
Appears in 5 contracts
Samples: Inherited Ira Adoption Agreement, Inherited Ira Adoption Agreement, Inherited Ira Adoption Agreement
Liquidation of Assets. We have the right to liquidate assets in your Xxxx XXX if necessary to make distributions or to pay fees, expenses, taxes, penalties, penalties or surrender charges properly chargeable against your Xxxx XXX. If you fail to direct us as to which assets to liquidate, we will decide, in our complete and sole discretion, and you agree not to not hold us liable for any adverse consequences that result from our decision.
Appears in 4 contracts
Samples: Wealthfront Roth Ira Agreement, Roth Ira Account Agreement, Roth Ira Plan Agreement
Liquidation of Assets. We have the right to liquidate assets as- sets in your Xxxx XXX if necessary to make distributions or to pay fees, expenses, taxes, penalties, or surrender charges properly chargeable against your Xxxx XXX. If you fail to direct us as to which assets to liquidate, we will decide, in our complete and sole discretion, and you agree not to not hold us liable for any adverse consequences that result from our decision.
Appears in 4 contracts
Samples: Wealth Management Agreement, Account Agreement, Account Agreement
Liquidation of Assets. We have the right to liquidate assets in your Xxxx XXX if necessary necessary, to make distributions or to distributions, pay our fees, expenses, indemnities, taxes, penaltiesfederal tax levies, and penalties or surrender charges properly chargeable against your Xxxx XXXXXX Account. If you fail You agree not to direct us as to which assets to liquidate, we will decide, in our complete and sole discretion, and you agree to not hold us liable for any adverse consequences that result from our decisiondamages or loss associated with such liquidation of assets.
Appears in 3 contracts
Samples: Traditional Individual Retirement Custodial Account Agreement, Traditional Individual Retirement Custodial Account Agreement, Traditional Individual Retirement Custodial Account Agreement
Liquidation of Assets. We have the right to liquidate assets as- sets in your inherited Xxxx XXX if necessary to make distributions distribu- tions or to pay fees, expenses, taxes, penalties, or surrender charges properly chargeable against your inherited Xxxx XXX. If you fail to direct us as to which assets to liquidate, we will decide, in our complete and sole discretion, and you agree to not hold us liable for any adverse consequences that result from our decision.
Appears in 3 contracts
Samples: Account Agreement, Account Agreement, Account Agreement
Liquidation of Assets. We have the right to liquidate assets in your Xxxx XXX if necessary to make distributions or to pay fees, expenses, taxes, penalties, penalties or surrender charges properly chargeable against your Xxxx XXX. If you fail to direct us as to which assets to liquidate, we will decide, in our complete and sole discretion, and you agree to not hold us liable for any adverse consequences that result from our decision.direct
Appears in 2 contracts
Samples: Ira Plan Agreement, Ira Plan Agreement
Liquidation of Assets. We have the right to liquidate assets in your Xxxx XXX if necessary to make distributions or to pay fees, expenses, taxes, penalties, penalties or surrender charges properly chargeable against your Xxxx XXX. If you fail to direct us as to which assets to liquidate, we will decide, in our complete and sole discretion, and you agree not to not hold us liable for any adverse consequences that result from our decision.
Appears in 2 contracts
Samples: Wealthfront Traditional Ira Agreement, Ira Plan Agreement
Liquidation of Assets. We have the right to liquidate assets in your Xxxx XXX if necessary to make distributions or to pay fees, expenses, taxes, penalties, penalties or surrender charges properly chargeable against your Xxxx XXX. If you fail to direct us as to which assets to liquidate, we will decide, in our complete and sole discretion, and you agree to not hold us liable for any adverse consequences that result from our decision.charges
Appears in 1 contract
Samples: Roth Ira Plan Agreement
Liquidation of Assets. We have the right to liquidate assets in your the Xxxx XXX if necessary to make distributions or to pay fees, expenses, taxes, penalties, expenses or surrender charges taxes properly chargeable against your the Xxxx XXX. If you fail to direct us as to which assets to liquidate, we will decide, decide in our complete and sole discretion, discretion and you agree not to not hold us liable for any adverse consequences that result from our decision.
Appears in 1 contract
Samples: Roth Individual Retirement Custodial Account Agreement
Liquidation of Assets. We have the right to liquidate assets in your Xxxx SIMPLE XXX if necessary to make distributions or to pay fees, expenses, taxes, penalties, penalties or surrender charges properly chargeable against your Xxxx XXX. If you fail to direct us as to which assets to liquidate, we will decide, in our complete and sole discretion, and you agree to not hold us liable for any adverse consequences that result from our decision.SIMPLE
Appears in 1 contract
Samples: Simple Ira Plan Agreement
Liquidation of Assets. We have the right to liquidate assets in your Xxxx SIMPLE XXX if necessary to make distributions or to pay fees, expenses, taxes, penalties, or surrender charges properly chargeable against your Xxxx SIMPLE XXX. If you fail to direct us as to which assets to liquidate, we will decide, in our complete and sole discretion, and you agree to not hold us liable for any adverse consequences that result from our decision.
Appears in 1 contract
Samples: Simple Ira Adoption Agreement