Common use of Rollovers and Conversions Clause in Contracts

Rollovers and Conversions. Your XXX may be rolled over to another 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 XXX from another 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. 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 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.

Rollovers and Conversions. Your XXX may be rolled over to another XXX XXX, SIMPLE XXX, or an eligible employer-sponsored retirement plan 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 XXX from another 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. 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 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.

Rollovers and Conversions. Your XXX may be rolled over to another 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 XXX from another 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. 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 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.

Rollovers and Conversions. Your XXX IRA may be rolled over to another XXX 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 XXX IRA from another XXXIRA, 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 XXX 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.

Rollovers and Conversions. Your XXX may be rolled over to another 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 XXX from another XXX, 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 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.

Rollovers and Conversions. Your XXX IRA may be rolled over to another XXX 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 XXX IRA from another XXXIRA, 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 XXX 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.