Common use of Recharacterizations Clause in Contracts

Recharacterizations. If you make a contribution to a Traditional IRA and later recharacterize either all or a portion of the original contribution to a Xxxx XXX along with net income attributable, you may elect to treat the original contribution as having been made to the Xxxx XXX. The same methodology applies when recharacterizing a contribution from a Xxxx XXX to a Traditional IRA. The deadline for completing a recharacterization is your tax filing deadline (including any extensions) for the year for which the original contribution was made. You may not recharacterize a Xxxx XXX conversion.

Appears in 28 contracts

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

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Recharacterizations. If you make a contribution to a Traditional IRA and later recharacterize either all or a portion of the original contribution to a Xxxx XXX along with net income attributable, you may elect to treat the original contribution as having been made to the Xxxx XXX. The same methodology applies when recharacterizing a contribution from a Xxxx XXX to a Traditional IRA. If you have converted from a Traditional IRA to a Xxxx XXX you may recharacterize the conversion along with net income attributable back to the Traditional IRA. The deadline for completing a recharacterization is your tax filing deadline (including any extensions) ), for the year for which the original contribution was made. You may not recharacterize a Xxxx XXX conversionmade or conversion completed.

Appears in 7 contracts

Samples: www.stratatrust.com, cdn.cocodoc.com, Custodial Agreement

Recharacterizations. If you make a contribution to a Traditional IRA and later recharacterize either all or a portion of the original contribution to a Xxxx XXX along with net income attributable, you may elect to treat the original contribution as having been made to the Xxxx XXX. The same methodology applies when recharacterizing a contribution from a Xxxx XXX to a Traditional IRA. The deadline for completing a recharacterization recharacteri zation is your tax filing deadline (including any extensions) for the year for which the original contribution was made. You may not recharacterize a Xxxx XXX conversion.

Appears in 3 contracts

Samples: Ira Plan Agreement, www.usfunds.com, Ira Plan Agreement

Recharacterizations. If you make a contribution to a Traditional IRA and later recharacterize either all or a portion of the original contribution to a Xxxx XXX along with net income attributable, you may elect to treat the original contribution as having been made to the Xxxx XXX. The same methodology applies when recharacterizing a contribution from a Xxxx XXX to a Traditional IRA. If you have converted from a Traditional IRA to a Xxxx XXX, you may recharacterize the conversion along with net income attributable back to a Traditional IRA. The deadline for completing complet- ing a recharacterization is your tax filing deadline (including any extensions) for the year for which the original contribution was made. You may not recharacterize a Xxxx XXX conversionmade or conversion completed.

Appears in 2 contracts

Samples: www.stifel.com, Stifel Account

Recharacterizations. If you make a contribution to a Traditional IRA and later recharacterize either all or a portion of the original contribution to a Xxxx XXX along with net income attributable, you may elect to treat the original contribution as having been made to the Xxxx XXX. The same methodology applies when recharacterizing a contribution from a Xxxx XXX to a Traditional IRA. If you have converted from a Traditional IRA to a Xxxx XXX you may recharacterize the conversion along with net income attributable back to a Traditional IRA. The deadline for completing a recharacterization is your tax filing deadline (including any extensions) for the year for which the original contribution was made. You may not recharacterize a Xxxx XXX conversionmade or conversion completed.

Appears in 2 contracts

Samples: d2ronhuflgo4cz.cloudfront.net, southeastinvestmentsnc.com

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Recharacterizations. If you make a contribution to a Traditional IRA and later recharacterize either all or a portion of the original contribution to a Xxxx XXX along with net income attributable, you may elect to treat the original contribution as having been made to the Xxxx XXX. The same methodology applies when recharacterizing a contribution from a Xxxx XXX to a Traditional IRA. The deadline for completing a recharacterization is your tax filing deadline (including any extensions) for the year for which the original contribution was made. You may not recharacterize a Xxxx XXX conversionmade or conversion completed.

Appears in 1 contract

Samples: www.absoluteadvisers.com

Recharacterizations. If you make a contribution to a Traditional IRA and later recharacterize either all or a portion of the original contribution to a Xxxx XXX along with net income attributableincome, you may elect to treat the original contribution as having been made to the Xxxx XXX. The same methodology applies when recharacterizing You can also recharacterize a contribution from a Xxxx XXX to a Traditional IRA. The deadline for completing a recharacterization is your tax filing deadline (including any extensions) for the year for which the original contribution was made. You Your may not recharacterize a Xxxx XXX conversion.

Appears in 1 contract

Samples: Traditional Individual Retirement Custodial Agreement

Recharacterizations. If you make a contribution to a Traditional IRA and later recharacterize either all or a portion of the original contribution to a Xxxx XXX along with net income attributable, you may elect to treat the original contribution as having been made to the Xxxx XXX. The same methodology applies when recharacterizing a contribution from a Xxxx XXX to a Traditional IRA. The deadline for completing a recharacterization is your tax filing deadline (including any extensions) for the year for which the original contribution was made. You may not recharacterize a Xxxx XXX conversion.conversion.‌‌‌‌‌‌‌‌‌‌‌‌‌‌‌‌

Appears in 1 contract

Samples: Individual Retirement Trust Account Agreement

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