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

Appears in 9 contracts

Samples: Individual Retirement Custodial Account Adoption Agreement, Individual Retirement Custodial Account Adoption Agreement, Individual Retirement Custodial Account Adoption Agreement

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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

Appears in 4 contracts

Samples: Customer Agreement, Customer Agreement, Customer Agreement

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