Common use of Rollovers and Conversions Clause in Contracts

Rollovers and Conversions. Your Xxxx XXX may be rolled over to another Xxxx XXX of yours, may receive rollover contributions, or may receive conversion contributions, provided that all of the applicable rollover or conversion rules are followed. Rollover is a term used to describe a movement of cash or other property to your Xxxx XXX from another Xxxx XXX, or from your employer’s qualified retirement plan, 403(a) annuity, 403(b) tax-sheltered annuity, 457(b) eligible governmental deferred compensation plan, or federal Thrift Savings Plan. Conversion is a term used to describe the movement of Traditional IRA or SIMPLE IRA assets to a Xxxx XXX. A conversion generally is a taxable event. The general rollover and conversion rules are summarized below. These transactions are often complex. If you have any questions regarding a rollover or conversion, please see a competent tax advisor.

Appears in 24 contracts

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

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Rollovers and Conversions. Your Xxxx XXX may be rolled over to another Xxxx XXX of yours, may receive rollover contributions, or may receive conversion contributions, provided that all of the applicable rollover or conversion rules are followed. Rollover is a term used to describe a movement of cash or other property to your Xxxx XXX from another Xxxx XXX, or from your employer’s qualified retirement plan, 403(a) annuity, 403(b) tax-sheltered annuity, 457(b) eligible governmental deferred compensation plan, or federal Thrift Savings Plan. Conversion is a term used to describe the movement of Traditional IRA XXX or SIMPLE IRA XXX assets to a Xxxx XXX. A conversion generally is a taxable event. The general rollover and conversion rules are summarized below. These transactions are often complex. If you have any questions regarding a rollover or conversion, please see a competent tax advisor.

Appears in 13 contracts

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

Rollovers and Conversions. Your Xxxx XXX may be rolled over to another Xxxx XXX of yours, may receive rollover contributions, or may receive conversion contributions, provided that all of the applicable rollover or conversion rules are followed. Rollover is a term used to describe a movement of cash or other property to your Xxxx XXX from another Xxxx XXX, or from your employer’s qualified retirement plan, 403(a) annuity, 403(b) tax-sheltered annuity, 457(b) eligible governmental deferred compensation plan, or federal Thrift Savings Plan. Conversion is a term used to describe the movement of Traditional IRA or SIMPLE IRA assets to a Xxxx XXX. A conversion generally is a taxable event. The general rollover and conversion rules are summarized below. These transactions are often complex. If you have any questions regarding a rollover or conversion, please see a competent tax advisortaxadvisor.

Appears in 8 contracts

Samples: Roth Ira Account Application & Agreement, Customer Account Agreement, Roth Ira Account Application & Agreement

Rollovers and Conversions. Your Xxxx XXX may be rolled over to another Xxxx XXX of yours, may receive rollover contributions, or may receive conversion contributions, provided that all of the applicable rollover or conversion rules are followed. Rollover is a term used to describe a movement of cash or other property to your Xxxx XXX from another Xxxx XXX, or from your employer’s qualified retirement plan, 403(a) annuity, 403(b) tax-sheltered tax‐sheltered annuity, 457(b) eligible governmental deferred compensation plan, or federal Thrift Savings Plan. Conversion is a term used to describe the movement of Traditional IRA or SIMPLE IRA assets to a Xxxx XXX. A conversion generally is a taxable event. The general rollover and conversion rules are summarized below. These transactions are often complex. If you have any questions regarding a rollover or conversion, please see a competent tax advisor.

Appears in 8 contracts

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

Rollovers and Conversions. Your Xxxx XXX may be rolled over to another Xxxx XXX of yours, may receive rollover contributions, or may receive conversion contributions, provided that all of the applicable rollover or conversion rules are followed. Rollover is a term used to describe a movement of cash or other property to your Xxxx XXX from another Xxxx XXX, or from your employer’s qualified retirement plan, 403(a) annuity, 403(b) tax-sheltered tax‐sheltered annuity, 457(b) eligible governmental deferred compensation plan, or federal Thrift Savings Plan. Conversion is a term used to describe the movement of Traditional IRA XXX or SIMPLE IRA XXX assets to a Xxxx XXX. A conversion generally is a taxable event. The general rollover and conversion rules are summarized below. These transactions are often complex. If you have any questions regarding a rollover or conversion, please see a competent tax advisor.

Appears in 4 contracts

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

Rollovers and Conversions. Your Xxxx XXX may be rolled over to another Xxxx XXX of yours, may receive rollover contributions, or may receive conversion contributions, provided that all of the applicable rollover or conversion rules are followed. Rollover is a term used to describe a movement of cash or other property to your Xxxx XXX from another Xxxx XXX, or from your employer’s qualified retirement plan, 403(a) annuity, 403(b) tax-sheltered annuityan- nuity, 457(b) eligible governmental deferred compensation plan, or federal Thrift Savings Plan. Conversion is a term used to describe the movement of Traditional IRA or SIMPLE IRA assets to a Xxxx XXX. A conversion generally is a taxable event. The general rollover and conversion rules are summarized below. These transactions trans- actions are often complex. If you have any questions regarding a rollover or conversion, please see a competent tax advisor.

Appears in 3 contracts

Samples: Account Agreement, Account Agreement, Account Agreement

Rollovers and Conversions. Your Xxxx XXX may be rolled over to another Xxxx XXX of yours, may receive rollover contributions, or may receive conversion contributions, provided that all of the applicable rollover or conversion rules are followed. Rollover is a term used to describe a movement of cash or other property to your Xxxx XXX from another Xxxx XXX, or from your employer’s qualified retirement plan, 403(a) annuity, 403(b) tax-sheltered annuity, 457(b) eligible governmental deferred compensation plan, or federal Thrift Savings Plan. Conversion is a term used to describe the movement of Traditional IRA XXX or SIMPLE IRA XXX assets to a Xxxx XXX. A conversion generally is a taxable event. The general rollover and conversion rules are summarized below. These transactions are often complex. If you have any questions regarding a rollover or conversion, please see a competent tax advisortaxadvisor.

Appears in 3 contracts

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

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Rollovers and Conversions. Your Xxxx XXX may be rolled over to another Xxxx XXX of yours, may receive rollover contributions, or may receive conversion contributions, provided that all of the applicable rollover or conversion rules are followed. Rollover is a term used to describe a movement of cash or other property to your Xxxx XXX from another Xxxx XXX, or from your employer’s qualified retirement plan, 403(a) annuity, 403(b) tax-tax- sheltered annuity, 457(b) eligible governmental deferred compensation plan, or federal Thrift Savings Plan. Conversion is a term used to describe the movement of Traditional IRA or SIMPLE IRA assets to a Xxxx XXX. A conversion generally is a taxable event. The general rollover and conversion rules are summarized below. These transactions are often complex. If you have any questions regarding a rollover or conversion, please see a competent tax advisor.

Appears in 2 contracts

Samples: Traditional and Roth Ira Plan Agreement & Disclosure, Traditional and Roth Ira Plan Agreement & Disclosure

Rollovers and Conversions. Your Xxxx XXX may be rolled over to another Xxxx XXX of yours, may receive rollover contributions, or may receive conversion contributions, provided that all of the applicable rollover or conversion rules are followed. Rollover is a term used to describe a movement of cash or other property to your Xxxx XXX from another Xxxx XXX, or from your employer’s qualified retirement plan, 403(a) annuity, 403(b) tax-tax- sheltered annuity, 457(b) eligible governmental deferred compensation plan, or federal Thrift Savings Plan. Conversion is a term used to describe the movement of Traditional IRA XXX or SIMPLE IRA XXX assets to a Xxxx XXX. A conversion generally is a taxable event. The general rollover and conversion rules are summarized below. These transactions are often complex. If you have any questions regarding a rollover or conversion, please see a competent tax advisor.

Appears in 1 contract

Samples: Roth Individual Retirement Account Custodial Agreement

Rollovers and Conversions. Your Xxxx XXX may be rolled over to another Xxxx XXX of yours, may receive rollover contributions, or may receive conversion contributions, provided that all of the applicable rollover or conversion rules are followed. Rollover is a term used to describe a tax-free movement of cash or other property to your Xxxx XXX from another Xxxx XXX, XXX or from your employer’s qualified retirement plan, 403(a) annuity, 403(b) tax-tax- sheltered annuity, 457(b) eligible governmental deferred compensation plan, or federal Thrift Savings Plan. Conversion is a term used to describe the movement of Traditional IRA XXX or SIMPLE IRA XXX assets to a Xxxx XXX. A conversion is generally is a taxable event. The general rollover and conversion rules are summarized below. These transactions are often complex. If you have any questions regarding a rollover or conversion, please see a competent tax advisor.

Appears in 1 contract

Samples: Roth Ira Plan Agreement

Rollovers and Conversions. Your Xxxx XXX may be rolled over to another Xxxx XXX of yours, may receive rollover contributions, or may receive conversion contributions, provided that all of the applicable rollover or conversion rules are followed. Rollover is a term used to describe a movement of cash or other property to your Xxxx XXX from another Xxxx XXX, or from your employer’s 's qualified retirement plan, 403(a) annuity, 403(b) tax-sheltered annuity, 457(b) eligible governmental deferred compensation plan, or federal Thrift Savings Plan. Conversion is a term used to describe the movement of Traditional IRA or SIMPLE IRA assets to a Xxxx XXX. A conversion generally is a taxable event. The general rollover and conversion rules are summarized below. These transactions are often complex. If you have any questions regarding a rollover or conversion, please see a competent tax advisor.

Appears in 1 contract

Samples: Roth Ira Client Agreement

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