Common use of Qualified Distributions Clause in Contracts

Qualified Distributions. Qualified distributions from your Xxxx XXX (both the contributions and earnings) are not included in your income. A qualified distribution is a distribution which is made after the expiration of the five-year period beginning January 1 of the first year for which you made a contribution to any Xxxx XXX (including a conversion from a Traditional IRA), and is made on account of one of the following events. • Attainment of age 59½ • Disability • First-time homebuyer purchase • Death For example, if you made a contribution to your Xxxx XXX for 2007, the five-year period for determining whether a distribution is a qualified distribution is satisfied as of January 1, 2012.

Appears in 58 contracts

Samples: Ira Prototype Plan Agreement, Prototype              Plan               Agreement, secure.alpsinc.com

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Qualified Distributions. Qualified distributions from your Xxxx XXX (both the contributions and earnings) are not included in your income. A qualified distribution is a distribution which that is made after the expiration of the five-year period beginning January 1 of the first year for which you made a contribution to any Xxxx XXX (including a conversion from a Traditional IRA), and is made on account of one of the following events. • Attainment of age 59½ • Disability • First-time homebuyer purchase • Death For example, if you made a contribution to your Xxxx XXX for 20072015, the five-year period for determining whether a distribution is a qualified distribution is satisfied as of January 1, 20122020.

Appears in 19 contracts

Samples: Individual Retirement Trust Account Agreement, Ira Plan Agreement, Individual Retirement Trust Account Agreement

Qualified Distributions. Qualified distributions from your Xxxx XXX (both the contributions and earnings) are not included in your income. A qualified distribution is a distribution which that is made after the expiration of the five-year period beginning January 1 of the first year for which you made a contribution to any Xxxx XXX (including a conversion from a Traditional IRA), and is made on account of one of the following events. • Attainment of age 59½ • Disability • First-time homebuyer purchase • Death For example, if you made a contribution to your Xxxx XXX for 2007, the five-year period for determining whether a distribution is a qualified distribution is satisfied as of January 1, 2012.

Appears in 13 contracts

Samples: Ach Agreement, Ach Agreement, Ach Agreement

Qualified Distributions. Qualified distributions from your Xxxx XXX (both the contributions and earnings) are not included in your income. A qualified distribution is a distribution which that is made after the expiration of the five-year period beginning January 1 of the first year for which you made a contribution to any Xxxx XXX (including a conversion from a Traditional IRAXXX), and is made on account of one of the following events. • Attainment of age 59½ • Disability • First-time homebuyer purchase • Death For example, if you made a contribution to your Xxxx XXX for 2007, the five-year period for determining whether a distribution is a qualified distribution is satisfied as of January 1, 2012.

Appears in 12 contracts

Samples: Roth Individual Retirement Custodial Account Agreement, Roth Individual Retirement Custodial Account Agreement, Individual Retirement Custodial Account Agreement

Qualified Distributions. Qualified distributions from your Xxxx XXX (both the contributions and earnings) are not included in your income. A qualified distribution is a distribution which that is made after the expiration of the five-year period beginning January 1 of the first year for which you made a contribution to any Xxxx XXX (including a conversion from a Traditional IRAXXX), and is made on account of one of the following events. • Attainment of age 59½ • Disability • First-time homebuyer purchase • Death For example, if you made a contribution to your Xxxx XXX for 20072015, the five-year period for determining whether a distribution is a qualified distribution is satisfied as of January 1, 20122020.

Appears in 8 contracts

Samples: Individual Retirement Custodial Account Agreement, darbie.com, Individual Retirement Custodial Account Agreement

Qualified Distributions. Qualified distributions from your Xxxx XXX (both the contributions and earnings) are not included in your income. A qualified distribution is a distribution which that is made after the expiration of the five-year five‐year period beginning January 1 of the first year for which you made a contribution to any Xxxx XXX (including a conversion from a Traditional IRA), and is made on account of one of the following events. • Attainment of age 59½ • Disability • First-time First‐time homebuyer purchase • Death For example, if you made a contribution to your Xxxx XXX for 20072015, the five-year five‐year period for determining whether a distribution is a qualified distribution is satisfied as of January 1, 20122020.

Appears in 7 contracts

Samples: mutualfunds.eventideinvestments.com, Individual Retirement Custodial Account Agreement, Individual Retirement Custodial Account Agreement

Qualified Distributions. Qualified distributions from your Xxxx XXX (both the contributions and earnings) are not included in your income. A qualified distribution is a distribution which is made after the expiration of the five-year period beginning January 1 of the first year for which you made a contribution to any Xxxx XXX (including a conversion from a Traditional IRA), and is made on account of one of the following events. • Attainment : attainment of age 59½ • Disability • First-time homebuyer 59½, disability, the purchase • Death of a first home, or death. For example, if you made a contribution to your Xxxx XXX for 20071998, the five-five- year period for determining whether a distribution is a qualified distribution is satisfied as of January 1, 20122003.

Appears in 4 contracts

Samples: cdn.cocodoc.com, Combined Listed, www.firsttrustretirement.com

Qualified Distributions. Qualified distributions from your Xxxx XXX (both the contributions and earnings) are not included in your income. A qualified distribution is a distribution which is made after the expiration of the five-year period beginning January 1 of the first year for which you made a contribution to any Xxxx XXX (including a conversion from a Traditional IRA), and is made on account of one of the following events. : Attainment attainment of age 59½ 59½, Disability disability, First-time homebuyer the purchase of a first home, or Death death. For example, if you made a contribution to your Xxxx XXX for 20071998, the five-five- year period for determining whether a distribution is a qualified distribution is satisfied as of January 1, 20122003.

Appears in 3 contracts

Samples: d2ronhuflgo4cz.cloudfront.net, www.winstrade.net, www.jdseibertandco.com

Qualified Distributions. Qualified distributions from your Xxxx XXX (both the contributions and earnings) are not included in your excluded from gross income. A qualified distribution is a distribution which that is made after the expiration of the five-year period period, beginning January 1 of with the first year for in which you made a any contribution to any a Xxxx XXX (including a conversion from a Traditional IRA), XXX) and is made on account of one of the following events. : • Attainment of age 59½ • Disability Your disability First-time homebuyer The purchase of a first home up to the $10,000 lifetime limit Death Your death For exampleinstance, if you made make a contribution to your Xxxx XXX for 20072000, the five-year period requirement for determining whether a distribution is a qualified distribution is will be satisfied as of January 1, 20122005.

Appears in 3 contracts

Samples: Ira Adoption Agreement, Ira Adoption Agreement, Hewitt Financial Services

Qualified Distributions. Qualified distributions from your Xxxx XXX (both the contributions and earnings) are not included in your income. A qualified distribution is a distribution which that is made after the expiration of the five-year five‐year period beginning January 1 of the first year for which you made a contribution to any Xxxx XXX (including a conversion from a Traditional IRAXXX), and is made on account of one of the following events. Attainment of age 59½ Disability • First-time  First‐time homebuyer purchase Death For example, if you made a contribution to your Xxxx XXX for 2007, the five-year five‐year period for determining whether a distribution is a qualified distribution is satisfied as of January 1, 2012.

Appears in 3 contracts

Samples: Individual Retirement Custodial Account Agreement, Individual Retirement Custodial Account Agreement, Individual Retirement Custodial Account Agreement

Qualified Distributions. Qualified distributions from your Xxxx XXX (both the contributions and earnings) are not included in your income. A qualified distribution is a distribution which that is made after the expiration of the five-year period beginning January 1 of the first year for which you made a contribution to any Xxxx XXX (including a conversion from a Traditional IRA), and is made on account of one of the following events. Attainment of age 59½ Disability First-time homebuyer purchase Death For example, if you made a contribution to your Xxxx XXX for 2007, the five-year period for determining whether a distribution is a qualified distribution is satisfied as of January 1, 2012.

Appears in 2 contracts

Samples: Ira Plan Agreement, www.absoluteadvisers.com

Qualified Distributions. Qualified distributions from your Xxxx XXX (both the contributions and earnings) are not included includ- ed in your income. A qualified distribution is a distribution which that is made after the expiration of the five-year period beginning January 1 of the first year for which you made a contribution to any Xxxx XXX (including a conversion from a Traditional IRA), and is made on account of one of the following events. • Attainment of age 59½ • Disability • First-time homebuyer purchase • Death For example, if you made a contribution to your Xxxx XXX for 20072015, the five-year period for determining whether a distribution is a qualified distribution is satisfied as of January 1, 20122020.

Appears in 2 contracts

Samples: Stifel Account, Stifel Account

Qualified Distributions. Qualified distributions from your Xxxx XXX (both the contributions and earnings) are not included in your income. A qualified distribution is a distribution which is made after the expiration of the five-year period beginning January 1 of the first year for which you made a contribution to any Xxxx XXX (including a conversion from a Traditional IRAXXX), and is made on account of one of the following events. • Attainment : attainment of age 59½ • Disability • First-time homebuyer 59½, disability, the purchase • Death of a first home, or death. For example, if you made a contribution to your Xxxx XXX for 20071998, the five-five- year period for determining whether a distribution is a qualified distribution is satisfied as of January 1, 20122003.

Appears in 2 contracts

Samples: Prototype Plan Agreement, Prototype Plan Agreement

Qualified Distributions. Qualified distributions from your Xxxx XXX (both the contributions and earnings) are not included in your income. A qualified distribution is a distribution which is made after the expiration of the five-year five‐year period beginning January 1 of the first year for which you made a contribution to any Xxxx XXX (including a conversion from a Traditional IRA), and is made on account of one of the following events. • Attainment :  attainment of age 59½ • Disability • First-time homebuyer 59½,  disability,  the purchase • Death of a first home, or  death. For example, if you opened a Xxxx XXX for 2019 and made a contribution to your Xxxx XXX Account for 20072019, the five-year five‐year period for determining whether a distribution is a qualified distribution is satisfied as of January 1, 20122024.

Appears in 2 contracts

Samples: Retirement Account Adoption Agreement, Retirement Account Adoption Agreement

Qualified Distributions. Qualified distributions from your Xxxx XXX (both the contributions and earnings) are not included in your excluded from gross income. A qualified distribution is a distribution which that is made after the expiration of the five-year period period, beginning January 1 of with the first year for in which you made a any contribution to any a Xxxx XXX (including a conversion from a Traditional IRA), ) and is made on account of one of the following events. • : > Attainment of age 59½ • Disability • First-time homebuyer > Your disability > The purchase • Death of a first home up to the $10,000 lifetime limit > Your death For exampleinstance, if you made make a contribution to your Xxxx XXX for 20072000, the five-year period requirement for determining whether a distribution is a qualified distribution is will be satisfied as of January 1, 20122005.

Appears in 2 contracts

Samples: Arbitration Agreement, Arbitration Agreement

Qualified Distributions. Qualified distributions from your Xxxx XXX (both the contributions and earnings) are not included includ- ed in your income. A qualified distribution is a distribution which that is made after the expiration of the five-year period beginning January 1 of the first year for which you made a contribution to any Xxxx XXX (including a conversion from a Traditional IRA), and is made on account of one of the following events. • Attainment of age 59½ • Disability • First-time homebuyer purchase • Death For example, if you made a contribution to your Xxxx XXX for 2007, the five-year period for determining whether a distribution is a qualified distribution is satisfied as of January 1, 2012.

Appears in 2 contracts

Samples: Stifel Account, Stifel Account

Qualified Distributions. Qualified distributions from your Xxxx XXX (both the contributions and earnings) are not included in your income. A qualified distribution is a distribution which that is made after the expiration of the five-year five‐year period beginning January 1 of the first year for which you made a contribution to any Xxxx XXX (including a conversion from a Traditional IRA), and is made on account of one of the following events. • Attainment of age 59½ • Disability • First-time First‐time homebuyer purchase • Death For example, if you made a contribution to your Xxxx XXX for 2007, the five-year five‐year period for determining whether a distribution is a qualified distribution is satisfied as of January 1, 2012.

Appears in 1 contract

Samples: Individual Retirement Custodial Account Agreement

Qualified Distributions. Qualified distributions from your Xxxx XXX (both the contributions and earnings) are not included includ- ed in your income. A qualified distribution is a distribution which that is made after the expiration of the five-year period beginning January 1 of the first year for which you made a contribution to any Xxxx XXX (including a conversion from a Traditional IRA), and is made on account of one of the following events. • Attainment of age 59½ 59½, Disability Disability, First-time homebuyer The purchase of a first home, or Death Death. For example, if you made a contribution to your Xxxx XXX for 2007, the five-year period for determining whether a distribution is a qualified distribution is satisfied as of January 1, 2012.

Appears in 1 contract

Samples: www.stifel.com

Qualified Distributions. Qualified distributions from your Xxxx XXX (both the contributions and earnings) are not included in your income. A qualified distribution is a distribution which that is made after the expiration of the five-five- year period beginning January 1 of the first year for which you made a contribution to any Xxxx XXX (including a conversion from a Traditional IRAXXX), and is made on account of one of the following events. • Attainment of age 59½ 591⁄2 • Disability • First-time homebuyer purchase • Death For example, if you made a contribution to your Xxxx XXX for 2007, the five-five- year period for determining whether a distribution is a qualified distribution is satisfied as of January 1, 2012.

Appears in 1 contract

Samples: 4kmc.com

Qualified Distributions. Qualified distributions from your Xxxx XXX (both the contributions and earnings) are not included in your income. A qualified distribution is a distribution which that is made after the expiration of the five-year period beginning January 1 of the first year for which you made a contribution to any Xxxx XXX (including a conversion from a Traditional IRA), and is made on account of one of the following events. • Attainment of age 59½ • Disability • First-time homebuyer purchase • Death For example, if you made a contribution to your Xxxx XXX for 20072015, the five-year period for determining whether a distribution is a qualified quali- fied distribution is satisfied as of January 1, 20122020.

Appears in 1 contract

Samples: www.thornburg.com

Qualified Distributions. Qualified distributions from your Xxxx XXX (both the contributions and earnings) are not included in your income. A qualified distribution is a distribution which distribu- tion that is made after the expiration of the five-year period beginning January 1 of the first year for which you made a contribution to any Xxxx XXX (including a conversion from a Traditional IRA), and is made on account of one of the following follow- ing events. • Attainment of age 59½ • Disability • First-time homebuyer purchase • Death For example, if you made a contribution to your Xxxx XXX for 20072015, the five-year period for determining whether a distribution is a qualified distribution is satisfied as of January 1, 20122020.

Appears in 1 contract

Samples: Stifel Account

Qualified Distributions. Qualified distributions from your Xxxx XXX (both the contributions and earnings) are not included in your income. A qualified distribution is a distribution which is made after the expiration of the five-year period beginning January 1 of the first year for which you made a contribution to any Xxxx XXX (including a conversion from a Traditional IRA), and is made on account of one of the following events. : Attainment attainment of age 59½ 591⁄2, Disability disability, First-time homebuyer the purchase of a first home, or Death death. For example, if you made a contribution to your Xxxx XXX for 20071998, the five-year period for determining whether a distribution is a qualified distribution is satisfied as of January 1, 20122003.

Appears in 1 contract

Samples: Custodial Agreement

Qualified Distributions. Qualified distributions from your Xxxx XXX (both the contributions and earnings) are not included in your income. A qualified distribution is a distribution which that is made after the expiration of the five-five- year period beginning January 1 of the first year for which you made a contribution to any Xxxx XXX (including a conversion from a Traditional IRA), and is made on account of one of the following events. • Attainment of age 59½ 591⁄2 • Disability • First-time homebuyer purchase • Death For example, if you made a contribution to your Xxxx XXX for 2007, the five-five- year period for determining whether a distribution is a qualified distribution is satisfied as of January 1, 2012.

Appears in 1 contract

Samples: 4kmc.com

Qualified Distributions. Qualified distributions from your Xxxx XXX (both the contributions and earnings) are not included in your income. A qualified distribution is a distribution which that is made after the expiration of the five-year period beginning January 1 of the first year for which you made a contribution to any Xxxx XXX (including a conversion from a Traditional IRA), and is made on account of one of the following events. Attainment of age 59½ Disability First-time homebuyer purchase Death For example, if you made a contribution to your Xxxx XXX for 20072015, the five-year period for determining whether a distribution is a qualified distribution is satisfied as of January 1, 20122020.

Appears in 1 contract

Samples: Individual Retirement Custodial Account Agreement

Qualified Distributions. Qualified distributions from your Xxxx XXX (both the contributions and earnings) are not included in your income. A qualified distribution is a distribution which is made after the expiration of the five-year five-­‐year period beginning January 1 of the first year for which you made a contribution to any Xxxx XXX (including a conversion from a Traditional IRAXXX), and is made on account of one of the following events. : Attainment attainment of age 59½ 59½, Disability disability, First-time homebuyer the purchase of a first home, or Death death. For example, if you made a contribution to your Xxxx XXX for 20071998, the five-year five-­‐year period for determining whether a distribution is a qualified distribution is satisfied as of January 1, 20122003.

Appears in 1 contract

Samples: Ira Agreement

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Qualified Distributions. Qualified distributions from your Xxxx XXX (both the contributions and earnings) are not included in your income. A qualified distribution is a distribution which is made after the expiration of the five-five- year period beginning January 1 of the first year for which you made a contribution to any Xxxx XXX (including a conversion from a Traditional IRA), and is made on account • disability, • the purchase of one of the following eventsa first home, or • death. • Attainment of age 59½ • Disability • First-time homebuyer purchase • Death For example, if you made a contribution to your Xxxx XXX for 20072015, the five-five- year period for determining whether a distribution is a qualified distribution is satisfied as of January 1, 20122020.

Appears in 1 contract

Samples: Traditional Individual Retirement Custodial Agreement

Qualified Distributions. Qualified distributions from your Xxxx XXX (both the contributions and earnings) are not included in your income. A qualified distribution is a distribution which is made after the expiration of the five-year five‐year period beginning January 1 of the first year for which you made a contribution to any Xxxx XXX (including a conversion from a Traditional IRA), and is made on account of one of the following events. : Attainment attainment of age 59½ 59½, Disability disability, First-time homebuyer the purchase of a first home, or Death death. For example, if you opened a Xxxx XXX for 2019 and made a contribution to your Xxxx XXX Account for 20072019, the five-year five‐year period for determining whether a distribution is a qualified distribution is satisfied as of January 1, 20122024.

Appears in 1 contract

Samples: Retirement Account Adoption Agreement

Qualified Distributions. Qualified distributions from your Xxxx XXX (both the contributions and earnings) are not included in your income. A qualified distribution is a distribution which that is made after the expiration of the five-five- year period beginning January 1 of the first year for which you made a contribution to any Xxxx XXX (including a conversion from a Traditional IRA), and is made on account of one of the following events. • Attainment of age 59½ 591⁄2 • Disability • First-time homebuyer purchase • Death For example, if you made a contribution to your Xxxx XXX for 20072015, the five-five- year period for determining whether a distribution is a qualified distribution is satisfied as of January 1, 20122020.

Appears in 1 contract

Samples: 4kmc.com

Qualified Distributions. Qualified distributions from your Xxxx XXX (both the contributions and earnings) are not included in your income. A qualified distribution is a distribution which that is made after the expiration of the five-year five‐year period beginning January 1 of the first year for which you made a contribution to any Xxxx XXX (including a conversion from a Traditional IRAXXX), and is made on account of one of the following events. • Attainment of age 59½ 591⁄2 • Disability • First-time First‐time homebuyer purchase • Death For example, if you made a contribution to your Xxxx XXX for 2007, the five-year five‐year period for determining whether a distribution is a qualified distribution is satisfied as of January 1, 2012.

Appears in 1 contract

Samples: Account Agreement

Qualified Distributions. Qualified distributions from your Xxxx XXX (both the contributions and earnings) are not included in your income. A qualified distribution is a distribution which is made after the expiration of the five-year period beginning January 1 of the first year for which you made a contribution to any Xxxx XXX (including a conversion from a Traditional IRA), and is made on account of one of the following events. : Attainment attainment of age 59½ 59½, Disability disability, First-time homebuyer the purchase of a first home, or Death death. For example, if you made a contribution to your Xxxx XXX for 20072017, the five-year period for determining whether a distribution is a qualified distribution is satisfied as of January 1, 20122022.

Appears in 1 contract

Samples: www.stratatrust.com

Qualified Distributions. Qualified distributions from your Xxxx XXX (both the contributions and earnings) are not included in your income. A qualified distribution is a distribution which is made after the expiration of the five-year period beginning January 1 of the first year for which you made a contribution to any Xxxx XXX (including a conversion from a Traditional IRAXXX), and is made on account of one of the following events. • Attainment of age 59½ • Disability • First-time homebuyer purchase • Death For example, if you made a contribution to your Xxxx XXX for 2007, the five-year period for determining whether a distribution is a qualified distribution is satisfied as of January 1, 2012.

Appears in 1 contract

Samples: Prototype Plan Agreement

Qualified Distributions. Qualified distributions from your Xxxx XXX (both the contributions and earnings) are not included in your income. A qualified distribution is a distribution which that is made after the expiration of the five-year period beginning January 1 of the first year for which you made a contribution to any Xxxx XXX (including a conversion from a Traditional IRAXXX), and is made on account of one of the following events. Attainment of age 59½ Disability First-time homebuyer purchase Death For example, if you made a contribution to your Xxxx XXX for 20072015, the five-year period for determining whether a distribution is a qualified distribution is satisfied as of January 1, 20122020.

Appears in 1 contract

Samples: Individual Retirement Custodial Account Agreement

Qualified Distributions. Qualified distributions from your Xxxx XXX (both the contributions and earnings) are not included in your income. A qualified distribution is a distribution which is made after the expiration of the five-five- year period beginning January 1 of the first year for which you made a contribution to any Xxxx XXX (including a conversion from a Traditional IRA), and is made on account Account of one of the following events. : Attainment attainment of age 59½ 59 1⁄2, Disability disability, First-time homebuyer the purchase of a first home, or Death death. For example, if you made a contribution to your Xxxx XXX for 20072015, the five-five- year period for determining whether a distribution is a qualified distribution is satisfied as of January 1, 20122020.

Appears in 1 contract

Samples: Traditional Individual Retirement Custodial Agreement

Qualified Distributions. Qualified distributions from your Xxxx XXX (both the contributions and earnings) are not included in your income. A qualified distribution is a distribution which that is made after the expiration of the five-year five‐year period beginning January 1 of the first year for which you made a contribution to any Xxxx XXX (including a conversion from a Traditional IRAXXX), and is made on account of one of the following events. • Attainment of age 59½ • Disability • First-time First‐time homebuyer purchase • Death For example, if you made a contribution to your Xxxx XXX for 2007, the five-year five‐year period for determining whether a distribution is a qualified distribution is satisfied as of January 1, 2012.

Appears in 1 contract

Samples: Individual Retirement Custodial Account Agreement

Qualified Distributions. Qualified distributions from your Xxxx XXX (both the contributions and earnings) are not included in your income. A qualified distribution is a distribution which is made after the expiration of the five-year period beginning January 1 of the first year for which you made a contribution to any Xxxx XXX (including a conversion from a Traditional IRAXXX), and is made on account of one of the following events. : Attainment attainment of age 59½ 59½, Disability disability, First-time homebuyer the purchase of a first home, or Death death. For example, if you opened a Xxxx XXX for 2019 and made a contribution to your Xxxx XXX Account for 20072019, the five-year period for determining whether a distribution is a qualified distribution is satisfied as of January 1, 20122024.

Appears in 1 contract

Samples: Retirement Custodial Agreement

Qualified Distributions. Qualified distributions from your Xxxx XXX (both the contributions and earnings) are not included in your income. A qualified distribution is a distribution which that is made after the expiration of the five-year period beginning January 1 of the first year for which you made a contribution to any Xxxx XXX (including a conversion from a Traditional IRA), and is made on account of one of the following events. 69164P-QPNA 05/30/2019 • Attainment of age 59½ • Disability • First-time homebuyer purchase • Death For example, if you made a contribution to your Xxxx XXX for 2007, the five-year period for determining whether a distribution is a qualified distribution is satisfied as of January 1, 2012.

Appears in 1 contract

Samples: Ach Agreement

Qualified Distributions. Qualified distributions from your Xxxx XXX (both the contributions and earnings) are not included in your income. A qualified distribution is a distribution which is made after the expiration of the five-year period beginning January 1 of the first year for which you made a contribution to any Xxxx XXX (including a conversion from a Traditional IRAXXX), and is made on account of one of the following events. : Attainment attainment of age 59½ 59½, Disability disability, Firstfirst-time homebuyer purchase purchase, or Death death. For example, if you made a contribution to your Xxxx XXX for 2007, the five-five- year period for determining whether a distribution is a qualified distribution is satisfied as of January 1, 2012.

Appears in 1 contract

Samples: Ira Plan Agreement

Qualified Distributions. Qualified distributions from your Xxxx XXX (both the contributions and earnings) are not included in your income. A qualified distribution is a distribution which is made after the expiration of the five-year period beginning January 1 of the first year for which you made a contribution to any Xxxx XXX (including a conversion from a Traditional IRA), and is made on account of one of the following events. : Attainment attainment of age 59½ 591/2 Disability disability, First-time homebuyer the purchase of a first home, or Death death. For example, if you made a contribution to your Xxxx XXX for 20071998, the five-five- year period for determining whether a distribution is a qualified distribution is satisfied as of January 1, 20122003.

Appears in 1 contract

Samples: atlwealth.com

Qualified Distributions. Qualified distributions from your Xxxx XXX (both the contributions and earnings) are not included in your income. A qualified distribution is a distribution which is made after the expiration of the five-year period beginning January 1 of the first year for which you made a contribution to any Xxxx XXX (including a conversion from a Traditional IRA), and is made on account of one of the following events. : Attainment attainment of age 59½ 591⁄2, Disability disability, First-time homebuyer the purchase of a first home, or Death death. For example, if you made a contribution to your Xxxx XXX for 20071998, the five-five- year period for determining whether a distribution is a qualified distribution is satisfied as of January 1, 20122003.

Appears in 1 contract

Samples: Plan Agreement

Qualified Distributions. Qualified distributions from your Xxxx XXX (both the contributions and earnings) are not included in your income. A qualified distribution is a distribution which that is made after the expiration of the five-year period beginning January 1 of the first year for which you made a contribution to any Xxxx XXX (including a conversion from a Traditional IRAXXX), and is made on account of one of the following events. : • Attainment of age 59½ • Disability • First-time homebuyer purchase • Death For example, if you made a contribution to your Xxxx XXX for 20072019, the five-year period for determining whether a distribution is a qualified distribution is satisfied as of January 1, 20122024.

Appears in 1 contract

Samples: www.horizontrust.com

Qualified Distributions. Qualified distributions from your Xxxx XXX (both the contributions and earnings) are not included in your income. A qualified distribution is a distribution which is made after the expiration of the five-year period beginning January 1 of the first year for which you made a contribution to any Xxxx XXX (including a conversion from a Traditional IRAXXX), and is made on account of one of the following events. : Attainment attainment of age 59½ 59½, Disability disability, Firstfirst-time homebuyer purchase purchase, or Death death. For example, if you made a contribution to your Xxxx XXX for 2007, the five-year period for determining whether a distribution is a qualified distribution is satisfied as of January 1, 2012.

Appears in 1 contract

Samples: Roth Ira Plan Agreement

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