Qualifying Trusts. If you name a qualifying trust, which is defined distributed during the five-year holding period. However, certain in Treasury Regulation 1.401(a)(9)-4, Q&A 5, as your Xxxx XXX exceptions apply. Exceptions to the 10 percent penalty tax include:
Appears in 2 contracts
Samples: Customer Agreement, Customer Agreement
Qualifying Trusts. If you name a qualifying trust, which is defined distributed during the five-year holding period. However, certain in Treasury Regulation 1.401(a)(9)-4, Q&A 5, as your Xxxx XXX Roth IRA exceptions apply. Exceptions to the 10 percent penalty tax include:
Appears in 2 contracts
Samples: Customer Agreement, Customer Agreement
