Common use of Traditional IRA-to-Traditional IRA Rollovers Clause in Contracts

Traditional IRA-to-Traditional IRA Rollovers. Funds distributed from your Traditional IRA may be rolled over to a Traditional IRA of yours if the requirements of Code Section 408(d)(3) are met. A proper Traditional IRA to Traditional IRA rollover is completed if all or part of the distribution is rolled over not later than 60 days after the distribution is received. You may not have completed another Traditional IRA to Traditional IRA rollover from the distributing IRA during the 12 months preceding the date you receive the distribution. Further, you may roll over the same dollars or assets only once every 12 months.

Traditional IRA-to-Traditional IRA Rollovers. Funds distributed from your Traditional IRA may be rolled over to a Traditional an IRA of yours if the requirements of Code Section section 408(d)(3) are met. A proper Traditional IRA to Traditional IRA rollover is completed if all or part of the distribution is rolled over not later than 60 days after the distribution is received. You may not have completed another Traditional IRA to Traditional IRA rollover from the distributing IRA during the 12 months preceding the date you receive the distribution. Further, you may roll over the same dollars or assets only once every 12 months.

Traditional IRA-to-Traditional IRA Rollovers. Funds distributed from your Traditional IRA may be rolled over to a Traditional an IRA of yours if the requirements of Code Section section 408(d)(3) are met. A proper Traditional IRA to Traditional IRA rollover is completed if all or part of the distribution is rolled over not later than 60 days after the distribution is received. You may not have completed another Traditional IRA to Traditional IRA rollover from the distributing IRA (or after 2014, from any other IRA of yours) during the 12 months preceding the date you receive the distribution. Further, before 2015 you may roll over the same dollars or assets only once every 12 months. After 2014, the 12-month restriction applies to any IRA rollover by you.