Liquidation of Assets. We have the right to liquidate assets in your IRA if necessary to make distributions or to pay fees, expenses, taxes, penalties, or surrender charges properly chargeable against your IRA. 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 33 contracts
Samples: Individual Retirement Custodial Account Agreement, Individual Retirement Custodial Account Agreement, Individual Retirement Custodial Account Agreement
Liquidation of Assets. We have the right to liquidate assets in your SIMPLE IRA if necessary to make distributions or to pay fees, expenses, taxes, penalties, or surrender charges properly chargeable against your SIMPLE IRA. 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 20 contracts
Samples: Simple Ira Custodial Account Adoption Agreement, Simple Ira Custodial Account Adoption Agreement, Ira Plan Agreement & Disclosure
Liquidation of Assets. We have the right to liquidate assets in your inherited IRA if necessary to make distributions or to pay fees, expenses, taxes, penalties, or surrender charges properly chargeable against your inherited IRA. 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 11 contracts
Samples: Individual Retirement Custodial Account Agreement, Individual Retirement Custodial Account Agreement, Individual Retirement Custodial Account Agreement
Liquidation of Assets. We have the right to liquidate assets in your IRA if necessary to make distributions or to pay fees, expenses, taxes, penalties, or surrender charges properly chargeable against your IRA. 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 8 contracts
Samples: Simplified Employee Pension (Sep) Individual Retirement Accounts Contribution Agreement, Wealth Management Agreement, Simplified Employee Pension (Sep) Contribution Agreement
Liquidation of Assets. We have the right to liquidate assets in your SIMPLE IRA if necessary to make distributions distri- butions or to pay fees, expenses, taxes, penalties, or surrender charges properly chargeable against your SIMPLE IRA. If you fail to direct us as to which assets to liquidate, we will decide, in our complete and sole discretiondiscre- tion, and you agree not to not hold us liable for any adverse consequences that result from our decision.
Appears in 3 contracts
Samples: Wealth Management Agreement, Account Agreement, Account Agreement
Liquidation of Assets. We have the right to liquidate assets in your IRA 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 IRAIRA 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 in your IRA if necessary to make distributions or to pay fees, expenses, taxes, penalties, or surrender charges properly chargeable against your IRA. If you fail to direct us as to which assets to liquidateliq- uidate, 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: Traditional Ira Plan Agreement
Liquidation of Assets. We have the right to liquidate assets in your IRA if necessary necessary, to make distributions or to pay fees, expenses, taxes, penalties, or surrender charges properly chargeable against your IRA. 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: Customer Account Agreement
Liquidation of Assets. We have the right to liquidate assets in your inherited IRA if necessary to make distributions or to pay fees, expenses, taxes, penalties, or surrender charges properly chargeable against your inherited IRA. 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.complete
Appears in 1 contract
Samples: Wealth Management Agreement
Liquidation of Assets. We have the right to liquidate assets in your inherited IRA if necessary to make distributions or to pay fees, expenses, taxes, penalties, or surrender charges properly chargeable against your inherited IRA. 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 decisiondeci- sion.
Appears in 1 contract
Samples: Account Agreement
Liquidation of Assets. We have the right to liquidate assets as- sets in your SIMPLE IRA if necessary to make distributions or to pay fees, expenses, taxes, penalties, or surrender charges properly chargeable against your SIMPLE IRA. 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 1 contract
Samples: Account Agreement
Liquidation of Assets. We have the right to liquidate assets in your the Traditional IRA if necessary to make distributions or to pay fees, expenses, taxes, penalties, expenses or surrender charges taxes properly chargeable against your the Traditional IRA. 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: Traditional Individual Retirement Custodial Account Agreement
Liquidation of Assets. We have the right to liquidate assets in your SIMPLE IRA if necessary to make distributions or to pay fees, expenses, taxes, penalties, penalties or surrender charges properly chargeable against your SIMPLE IRA. 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 1 contract
Samples: Simple Ira Plan Establishment
Liquidation of Assets. We have the right to liquidate assets in your the SIMPLE IRA if necessary to make distributions or to pay fees, expenses, taxes, penalties, expenses or surrender charges taxes properly chargeable against your the SIMPLE IRA. 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: Simple Ira Employer Agreement