Tax-Free Distributions to Charities. If you have attained age 70 1/2, you may be able to make tax-free distributions directly from your Xxxx XXX to a qualified charitable organization if permitted by law. Tax-free distributions have been limited to $100,000 in past years. Consult with your tax or legal professional to determine the availability of this tax-free distribution.
Appears in 4 contracts
Samples: Customer Agreement, Customer Agreement, Customer Agreement
Tax-Free Distributions to Charities. If you have attained age 70 1/2, you may be able to make tax-free distributions directly from your Xxxx XXX to a qualified charitable organization if permitted by law. Tax-free distributions have been limited to $100,000 in past years. Consult with your tax or legal professional to determine the availability of this tax-free distribution.
Appears in 1 contract
Samples: Customer Agreement
Tax-Free Distributions to Charities. If you have attained age 70 1/2, you may be able to make tax-free distributions directly from your Xxxx XXX IRA to a qualified charitable organization if permitted by law. Tax-free distributions have been limited to $100,000 in past years. Consult with your tax or legal professional to determine the availability of this tax-free distribution.
Appears in 1 contract
Samples: Customer Agreement