Nonrefundable Tax Credit. You may be eligible to take a tax credit for your regular Xxxx XXX contributions. The credit is equal to a percentage of your qualified contributions up to $2,000. The credit cannot exceed Modified AGI (MAGI)* Single Married, Filing Jointly Married, Filing Separately** Moving Assets To and From Xxxx IRAs. There are a variety of transactions that allow you to move your retirement assets to and from your Xxxx IRAs. We have sole discretion on whether we will accept, and how we will process, movements of assets to and from Xxxx IRAs. We or any other financial organizations involved in the transaction may require documentation for such activities.
Appears in 13 contracts
Samples: Traditional Individual Retirement Custodial Account, Individual Retirement Custodial Account Adoption Agreement, Individual Retirement Custodial Account Adoption Agreement
