Transfers of RMDs. Transfers are not considered distributions. You can transfer any portion of your traditional IRA or SIMPLE IRA at any time during the year provided you satisfy your aggregate RMDs before the end of the distribution year.
Appears in 8 contracts
Samples: Simple Ira Custodial Account Adoption Agreement, Customer Agreement, Customer Agreement
Transfers of RMDs. Transfers are not considered distributions. You can transfer any portion of your traditional IRA XXX or SIMPLE IRA XXX at any time during the year provided you satisfy your aggregate RMDs before the end of the distribution year.
Appears in 4 contracts
Samples: Customer Agreement, Customer Agreement, Customer Agreement
