SIMPLE IRA-to-Traditional IRA Rollovers. Assets dis- tributed from your SIMPLE IRA may be rolled over to your Traditional IRA without IRS penalty tax, provided two years have passed since you first participated in a SIMPLE IRA plan sponsored by your employer. As with SIMPLE IRA to SIMPLE IRA rollovers, the requirements of IRC Sec. 408(d)
Appears in 3 contracts
Samples: Stifel Account, Stifel Account, Stifel Account
SIMPLE IRA-to-Traditional IRA Rollovers. Assets dis- tributed from your SIMPLE IRA may be rolled over to your Traditional IRA without IRS penalty tax, tax provided two years have passed since you first participated in a SIMPLE IRA plan sponsored by your employer. As with SIMPLE Traditional IRA to SIMPLE Traditional IRA rollovers, the requirements of IRC Sec. 408(d)
Appears in 2 contracts
Samples: www.stifel.com, Stifel Account
SIMPLE IRA-to-Traditional IRA Rollovers. Assets dis- tributed from your SIMPLE IRA may be rolled over to your Traditional IRA without IRS penalty tax, provided two years have passed since you first participated in a SIMPLE IRA plan sponsored by your employer. As with SIMPLE IRA to IRA-to- SIMPLE IRA rollovers, the requirements of IRC Sec. 408(d)
Appears in 1 contract
Samples: www.stifel.com
