Repayment of Qualified Disaster Recovery Assistance Distributions. You may roll over qualified disaster recovery assistance distributions to an eligible retirement plan, and avoid federal income taxation, within three years of the date of receipt of the distribution. The 60-day rollover rule does not apply to these distributions.
Appears in 7 contracts
Samples: d2ronhuflgo4cz.cloudfront.net, Credit Union Roth Ira Custodial Agreement, Credit Union Traditional Ira Custodial Agreement
Repayment of Qualified Disaster Recovery Assistance Distributions. You may roll over qualified disaster recovery assistance distributions to an eligible retirement plan, and avoid federal income taxation, within three years of the date of receipt of the distribution. The 60-day rollover rule does not apply to these distributions.. FINANCIAL DISCLOSURE
Appears in 4 contracts
Samples: Combined Listed, Prototype Plan Agreement, www.firsttrustretirement.com
Repayment of Qualified Disaster Recovery Assistance Distributions. You may roll over qualified disaster recovery assistance distributions to an eligible retirement plan, and avoid federal income taxation, within three years of the date of receipt of the distribution. The 60-day rollover rule does not apply to these distributions.. Fee Schedule (please retain for your records)
Appears in 3 contracts
Samples: Custodial Agreement, Custodial Agreement, Custodial Agreement
Repayment of Qualified Disaster Recovery Assistance Distributions. You may roll over qualified disaster recovery assistance distributions to an eligible retirement plan, and avoid federal income taxation, within three years of the date of receipt of the distribution. The 60-day 60-‐day rollover rule does not apply to these distributions.
Appears in 1 contract
Samples: Ira Agreement
Repayment of Qualified Disaster Recovery Assistance Distributions. You may roll over qualified disaster recovery assistance distributions to an eligible retirement plan, and avoid federal income taxation, within three years of the date of receipt of the distribution. The 60-day 60-‐day rollover rule does not apply to these distributions. FINANCIAL DISCLOSURE Apex Clearing Corporation may charge your broker a fee. Please contact your broker for information regarding these charges.
Appears in 1 contract
Samples: Ira Agreement
