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, Ira Prototype Plan Agreement, Ira Prototype Plan Agreement
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 38 contracts
Samples: Traditional 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 income averaging authorized by IRC Sec. 402 do not apply to SIMPLE IRA distributions.
Appears in 17 contracts
Samples: Simple Ira Custodial Account Agreement, Simple Ira Custodial Account Agreement, Ira Plan Agreement & Disclosure
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 12 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 8 contracts
Samples: Simple Ira Custodial Account Adoption Agreement, Simple Ira Custodial Account Adoption Agreement, Simple Ira Account Application
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 7 contracts
Samples: Traditional Individual Retirement Custodial Account Agreement, Traditional Individual Retirement Custodial Account Agreement, Simplified Employee Pension (Sep) Individual Retirement Accounts Contribution 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 4 contracts
Samples: Ira Prototype Agreement and Disclosure Statement, Ira Prototype Agreement and Disclosure Statement, Ira Prototype Agreement
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 4 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 income averaging authorized by IRC Sec. Code section 402 do not apply to SIMPLE IRA distributions.
Appears in 3 contracts
Samples: Simple Ira Plan Establishment, Custodial Agreement, Adoption Agreement Simple Ira
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, Custodial 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: Wealth Management Agreement
Special Tax Treatment. Capital gains treatment and 10-year forward income averaging authorized by IRC Sec. 402 do not apply to SIM- PLE IRA distributions.
Appears in 1 contract
Samples: Simple Ira Account Application
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: Simple Ira Adoption Agreement
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: Custodial Agreement
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: Simple Ira Custodial 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: Round Ira Client Agreements
Special Tax Treatment. Capital gains treatment and 10-year forward income averaging authorized by IRC Sec. Section 402 of the Code do not apply to IRA distributions.
Appears in 1 contract
Samples: Client Relationship 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 1 contract
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: Traditional Ira Plan Agreement
