Special Tax Treatment. Capital gains treatment and 10-year income averaging authorized by IRC Sec. 402 do not apply to Xxxx XXX distributions.
Appears in 61 contracts
Samples: Roth Ira Account Application & Agreement, Customer Account Agreement, Roth Individual Retirement Account Agreement
Special Tax Treatment. Capital gains treatment and 10-year income averaging authorized by IRC Sec. 402 do not apply to Xxxx XXX distributions.
Appears in 14 contracts
Samples: Traditional Individual Retirement Account Custodial Agreement, Individual Retirement Custodial Account Agreement, Individual Retirement Custodial Account Agreement
Special Tax Treatment. Capital gains treatment and 10-year 10‐year income averaging authorized by IRC Sec. 402 do not apply to Xxxx XXX distributions.
Appears in 12 contracts
Samples: Roth Individual Retirement Custodial Account Agreement, Roth Ira Application, Roth 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 Xxxx XXX distributions.
Appears in 11 contracts
Samples: Traditional Individual Retirement Custodial Account Agreement, Traditional Individual Retirement Custodial Account Agreement, Roth Ira Account Agreement
Special Tax Treatment. Capital gains treatment and 10-year income averaging authorized by IRC Sec. 402 do not apply to inherited Xxxx XXX distributions.
Appears in 10 contracts
Samples: Inherited Roth Ira Adoption Agreement, Roth Individual Retirement Custodial Account Agreement, Inherited Roth Ira Adoption Agreement
Special Tax Treatment. Capital gains treatment and 10-year income averaging authorized by IRC Sec. 402 do not apply to Xxxx inherited XXX distributions.
Appears in 5 contracts
Samples: Inherited Ira Adoption Agreement, Inherited Ira Adoption Agreement, Inherited Ira Adoption Agreement
Special Tax Treatment. Capital gains treatment and 10-year 10‐year income averaging authorized by IRC Sec. 402 do not apply to Xxxx XXX 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 10‐year income averaging authorized by IRC Sec. 402 do not apply to inherited Xxxx XXX distributions.
Appears in 3 contracts
Samples: Roth Individual Retirement Custodial Account Agreement, Roth Individual Retirement Custodial Account Agreement, Individual Retirement Custodial Account Adoption Agreement
Special Tax Treatment. Capital gains treatment and 10-year forward income averaging authorized by IRC Sec. Code section 402 do not apply to Xxxx XXX distributions.
Appears in 3 contracts
Samples: Ira Plan Agreement, Ira Plan Agreement, Ira Plan Agreement
Special Tax Treatment. Capital gains treatment and 10-year income averaging authorized by IRC Sec. 402 do not apply to Xxxx SIMPLE XXX 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 Xxxx XXX distributions.
Appears in 1 contract
Special Tax Treatment. Capital gains treatment and 10-10- year income averaging authorized by IRC Sec. 402 do not apply to Xxxx XXX distributions.
Appears in 1 contract
Samples: Roth Individual Retirement Account Custodial Agreement
