Common use of Special Tax Treatment Clause in Contracts

Special Tax Treatment. Capital gains treatment and 10-year forward income averaging authorized by IRC Sec. 402 do not apply to IRA distributions.

Appears in 58 contracts

Samples: Ira Prototype Plan Agreement, Prototype              Plan               Agreement, secure.alpsinc.com

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Special Tax Treatment. Capital gains treatment and 10-year forward income averaging authorized by IRC Sec. 402 do not apply to IRA distributions.

Appears in 36 contracts

Samples: Ach Agreement, Individual    Retirement   Trust    Account    Agreement, Individual Retirement Trust Account Agreement

Special Tax Treatment. Capital gains treatment and 10-year forward income averaging authorized by IRC Sec. 402 do not apply to SIMPLE IRA distributions.

Appears in 15 contracts

Samples: services.federatedhermes.com, selectedfunds.com, darbie.com

Special Tax Treatment. Capital gains treatment and 10-year forward income averaging authorized by IRC Sec. 402 do not apply to inherited IRA distributions.

Appears in 13 contracts

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

Special Tax Treatment. Capital gains treatment and 10-year forward 10‐year income averaging authorized by IRC Sec. 402 do not apply to SIMPLE IRA distributions.

Appears in 7 contracts

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

Special Tax Treatment. Capital gains treatment and 10-year forward income averaging authorized by IRC Sec. Code section 402 do not apply to IRA distributions.

Appears in 6 contracts

Samples: Traditional Individual Retirement Custodial Agreement, www.navyfederal.org, www.navyfederal.org

Special Tax Treatment. Capital gains treatment and 10-year forward income averaging authorized by IRC Sec. Code Section 402 do not apply to IRA distributions.

Appears in 4 contracts

Samples: cdn.cocodoc.com, Combined Listed, www.firsttrustretirement.com

Special Tax Treatment. Capital gains treatment and 10-year forward 10‐year income averaging authorized by IRC Sec. 402 do not apply to IRA distributions.

Appears in 3 contracts

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

Special Tax Treatment. Capital gains treatment and 10-10- year forward income averaging authorized by IRC Sec. 402 do not apply to IRA distributions.

Appears in 2 contracts

Samples: Individual Retirement Custodial Account Agreement, www.horizontrust.com

Special Tax Treatment. Capital gains treatment and 10-year forward 10‑year income averaging authorized by IRC Sec. 402 do not apply to SIMPLE IRA distributions.

Appears in 1 contract

Samples: cdn-get.whotrades.com

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Special Tax Treatment. Capital gains treatment and 10-year forward income averaging authorized by IRC Sec. 402 do not apply to SEP IRA distributions.

Appears in 1 contract

Samples: www.horizontrust.com

Special Tax Treatment. Capital gains treatment and 10-10- year forward income averaging authorized by IRC Sec. 402 do not apply to SIMPLE IRA distributions.

Appears in 1 contract

Samples: Directed Account Agreement

Special Tax Treatment. Capital gains treatment and 10-year forward income averaging authorized by IRC Sec. 402 do not apply to inherited Roth IRA distributions.

Appears in 1 contract

Samples: www.stifel.com

Special Tax Treatment. Capital gains treatment and 10-10 year forward income averaging authorized by IRC Sec. 402 do not apply to IRA distributions.

Appears in 1 contract

Samples: Individual Retirement Custodial Account Agreement

Special Tax Treatment. Capital gains treatment and 10-year forward income averaging authorized by IRC Sec. 402 do not apply to IRA distributionsIRAdistributions.

Appears in 1 contract

Samples: Client Agreement

Special Tax Treatment. Capital gains treatment and 10-year forward income averaging authorized au- thorized by IRC Sec. 402 do not apply to IRA distributions.

Appears in 1 contract

Samples: Plan Agreement

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