Common use of Rollovers and Transfers from SIMPLE IRAs Clause in Contracts

Rollovers and Transfers from SIMPLE IRAs. You may not roll due date of the year in which such amounts are, for example, over or transfer assets from a SIMPLE IRA to a traditional IRA or returned or treated as distributed. Your decision to contribute the other eligible retirement plan until two years have passed since the assets to the IRA as a rollover contribution is irrevocable. The date on which you first participated in an employer's SIMPLE IRA one per 1-year limitation does not apply to rollovers from plan, which is the initial contribution date. If you participated in employer-sponsored eligible retirement plans. State withholding SIMPLE IRA plans of different employers, the initial contribution may apply to eligible rollover distributions. date and two-year period are determined separately for SIMPLE e. Separate or Conduit IRA. In certain cases, it may be to your IRA assets from each employer. benefit to make the rollover contribution into a separate or

Appears in 6 contracts

Samples: www.fortpittcapitalfunds.com, www.zacksfunds.com, www.sbhfunds.com

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Rollovers and Transfers from SIMPLE IRAs. You may not roll due date of the year in which such amounts are, for example, over or transfer assets from a SIMPLE IRA to a traditional IRA or returned or treated as distributed. Your decision to contribute the other eligible retirement plan until two years have passed since the assets to the IRA as a rollover contribution is irrevocable. The date on which you first participated in an employer's SIMPLE IRA SIMPLE, one per 1-year limitation does not apply to rollovers from plan, which is the initial contribution date. If you participated in SIMPLEs employer-sponsored eligible retirement plans. State withholding SIMPLE IRA plans of different employers, the initial contribution date and two-year may apply to eligible rollover distributions. date and two-year period are determined separately for SIMPLE IRA assets from each e. Separate or Conduit IRA. In certain cases, it may be to your IRA assets from each employer. benefit to make the rollover contribution into a separate or

Appears in 4 contracts

Samples: Customer Agreement, Customer Agreement, Customer Agreement

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