Rollovers and Conversions. Your IRA may be rolled over to another IRA of yours, may receive rollover contributions, or may be converted to a Xxxx XXX, provided that all of the applicable rollover and conversion rules are followed. Rollover is a term used to describe a movement of cash or other property to your IRA from another IRA, 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. The amount rolled over is not subject to taxation or the additional 10 percent early distribution penalty tax. Conversion is a term used to describe the movement of Traditional 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 5 contracts
Samples: Individual Retirement Custodial Account Agreement, Ach Agreement, d2ronhuflgo4cz.cloudfront.net
Rollovers and Conversions. Your IRA XXX may be rolled over to another IRA XXX of yours, may receive rollover contributions, or may be converted to a Xxxx XXX, provided that all of the applicable rollover and conversion rules are followed. Rollover is a term used to describe a movement of cash or other property to your IRA XXX from another IRAXXX, 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. The amount rolled over is not subject to taxation or the additional 10 percent early distribution penalty tax. Conversion is a term used to describe the movement of Traditional 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: Individual Retirement Custodial Account Agreement, Individual Retirement Custodial Account Agreement, Individual Retirement Custodial Account Agreement
Rollovers and Conversions. Your IRA XXX may be rolled over to another IRA an XXX of yours, may receive rollover contributions, or and may be converted to a Xxxx XXX, provided that all of the applicable rollover and conversion rules are followed. Rollover is a term used to describe a tax- free movement of cash or other property to your IRA XXX from another IRAXXX, or from your employer’s qualified retirement plan, 403(a) annuityannuity plan, 403(b) tax-sheltered annuity, 457(b) eligible governmental deferred compensation plan, plan or federal Thrift Savings Plan. The amount rolled over is not subject to taxation or the additional 10 percent early distribution penalty tax. Conversion is a term used to describe the movement of Traditional IRA XXX assets to a Xxxx XXX. A conversion is generally is a taxable event. The general rollover and conversion rules are generally 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: Ira Plan Agreement, Ira Plan Agreement
Rollovers and Conversions. Your IRA XXX may be rolled over to another IRA an XXX of yours, may receive rollover contributions, or and may be converted to a Xxxx XXX, provided that all of the applicable rollover and conversion rules are followed. Rollover is a term used to describe a tax-free movement of cash or other property to your IRA XXX from another IRAXXX, or from your employer’s qualified retirement plan, 403(a) annuityannuity plan, 403(b) tax-tax- sheltered annuity, 457(b) eligible governmental deferred compensation plan, plan or federal Thrift Savings Plan. The amount rolled over is not subject to taxation or the additional 10 percent early distribution penalty tax. Conversion is a term used to describe the movement of Traditional IRA XXX assets to a Xxxx XXX. A conversion is generally is a taxable event. The general rollover and conversion rules are generally 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 IRA may be rolled over to another IRA of yours, may receive rollover contributions, or may be converted to a Xxxx XXX, provided that all of the applicable rollover and conversion rules are followed. Rollover is a term used to describe a movement of cash or other property to your IRA from another IRA, 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. The amount rolled over is not subject to taxation or the additional 10 percent early distribution penalty tax. Conversion is a term used to describe the movement of Traditional 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
Rollovers and Conversions. Your IRA may be rolled over to another IRA of yours, may receive rollover contributions, or may be converted to a Xxxx XXX, provided that all of the applicable rollover and conversion rules are followed. Rollover is a term used to describe a movement of cash or other property to your IRA from another IRA, or from your employer’s qualified retirement retire- ment plan, 403(a) annuity, 403(b) tax-sheltered annuity, 457(b) eligible governmental deferred compensation plan, or federal Thrift Savings Plan. The amount rolled over is not subject to taxation or the additional 10 percent early distribution penalty tax. Conversion is a term used to describe the movement of Traditional 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: www.stifel.com