Common use of Repayment of Qualified Disaster Recovery Assistance Distributions Clause in Contracts

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 15 contracts

Samples: Simple Ira Plan Establishment, Roth Ira Account Agreement, Custodial Agreement

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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: Wealthfront Traditional 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, plan within three years of the date of receipt of the distribution, and avoid federal income taxation. The 60-day rollover rule does not apply to these distributions.. IRA Financial Disclosure for Xxxx IRAs Investment Responsibilities Investment Options

Appears in 1 contract

Samples: Individual Retirement Custodial Account 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, plan within three years of the date of receipt of the distribution, and avoid federal income taxation. The 60-day rollover rule does not apply to these distributions.. XXX Financial Disclosure for Xxxx IRAs Investment Responsibilities Investment Options

Appears in 1 contract

Samples: Individual Retirement Custodial Account 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: Wealthfront Roth Ira Agreement

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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, plan within three years of the date of receipt of the distribution, and avoid federal income taxation. The 60-day rollover rule does not apply to these distributions.. XXX Financial Disclosure for Traditional and SEP IRAs Investment Responsibilities

Appears in 1 contract

Samples: Individual Retirement Custodial Account 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, plan within three years of the date of receipt of the distribution, and avoid federal income taxation. The 60-day rollover rule does not apply to these distributions.. IRA Financial Disclosure for Traditional and SEP IRAs Investment Responsibilities

Appears in 1 contract

Samples: Individual Retirement Custodial Account Agreement

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