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 26 contracts
Samples: Individual Retirement Trust Account Agreement, Individual Retirement Trust Account Agreement, 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 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 18 contracts
Samples: Individual Retirement Custodial Account Agreement, Individual Retirement Custodial Account Agreement, 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 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 7 contracts
Samples: mutualfunds.eventideinvestments.com, Individual Retirement Custodial Account Agreement, 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 7 contracts
Samples: Ach Agreement, Ach Agreement, Ach 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 5 contracts
Samples: Individual Retirement Custodial Account Agreement, Individual Retirement Custodial 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
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: Stifel Account, Stifel Account, Stifel Account
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: 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 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-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 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 1 contract
Samples: 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 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: www.horizontrust.com
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: Client Agreement