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Common use of Rollovers Clause in Contracts

Rollovers. Xxxxxxxxx ESA amounts may be rolled over to another Xxxxxxxxx ESA of the same designated beneficiary or that of a qualified family member, provided that all of the applicable rollover rules are followed. Rollover is a term used to describe a tax-free movement of cash to a Xxxxxxxxx ESA from another Xxxxxxxxx ESA. The rollover rules are generally summarized below. These transactions are often complex. For questions regarding a rollover, please see a competent tax advisor.

Appears in 18 contracts

Samples: Coverdell Education Savings Account Custodial Account Agreement, Coverdell Education Savings Account Custodial Agreement, Coverdell Education Savings Account Custodial Account Agreement

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Rollovers. Xxxxxxxxx ESA amounts may be rolled over to another Xxxxxxxxx ESA of the same designated beneficiary Designated Beneficiary or that of a qualified family member, provided that all of the applicable rollover rules are followed. Rollover is a term used to describe a tax-free movement of cash to a Xxxxxxxxx ESA from another Xxxxxxxxx ESA. The rollover rules are generally summarized below. These transactions are often complex. For If you have any questions regarding a rollover, please see a competent tax advisor.

Appears in 3 contracts

Samples: Custodial Education Savings Account Agreement, Custodial Education Savings Account Agreement, Custodial Education Savings Account Agreement

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Rollovers. Xxxxxxxxx ESA amounts may be rolled over to another Xxxxxxxxx ESA of the same designated beneficiary or that of a qualified family member, provided that all of the applicable rollover rules are followed. Rollover is a term used to describe a tax-free tax‐free movement of cash to a Xxxxxxxxx ESA from another Xxxxxxxxx ESA. The rollover rules are generally summarized below. These transactions are often complex. For questions regarding a rollover, please see a competent tax advisor.

Appears in 1 contract

Samples: Coverdell Education Savings Account Custodial Account Agreement

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