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. Conversion is a term used to describe the movement of Traditional IRA or SIMPLE IRA assets to a Xxxx XXX. A conversion is generally a taxable event. The 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 4 contracts
Samples: Plan Agreement, atlwealth.com, www.jdseibertandco.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 tax-tax- free movement of cash or other property to your Xxxx XXX from another Xxxx XXX. Conversion is a term used to describe the movement of Traditional IRA or SIMPLE IRA assets to a Xxxx XXX. A conversion is generally a taxable event. The 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: 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 tax-‐free movement of cash or other property to your Xxxx XXX from another Xxxx XXX. 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 a taxable event. The 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 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 XXXXXX or other eligible retirement plan. Conversion is a term used to describe the movement of Traditional IRA or SIMPLE IRA assets to a Xxxx XXX. A conversion is generally a taxable event. The 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: www.stratatrust.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 tax-free movement of cash or other property to your Xxxx XXX from another Xxxx XXX. Conversion is a term used to describe the movement of Traditional IRA or SIMPLE IRA assets to a Xxxx XXX. A conversion is generally a taxable event. The 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: Traditional Individual Retirement Custodial Agreement