Rollovers and Conversions. The balance in your Xxxx XXX may be rolled over to another Xxxx XXX of yours or may receive rollover or conversion contributions, provided that all of the applicable rollover and conversion rules are followed. The rollover and conversion rules are generally summarized below. These transactions are often complex. If you have any questions regarding a rollover or conversion, you should consult with your tax professional.
Appears in 5 contracts
Samples: Roth Ira Adoption Agreement, Roth Individual Retirement Account (Ira) Adoption Agreement, Roth Ira Adoption Agreement
