We use cookies on our site to analyze traffic, enhance your experience, and provide you with tailored content.

For more information visit our privacy policy.

Xxxx Xxx Sample Clauses

Xxxx Xxx xx.xxx/eligibility
Sample 1Sample 2Sample 3See All (19)
Xxxx Xxx. The disclosed fees and penalties will be included in that projection method applicable to your Financial Disclosure. With the exception of distribution transaction or termination fees, Projection Method One cannot be used if any other Xxxx XXX Fee or certain Other l Rollover/Transfer (one-time) Contribution. boxes are checked below, including the Other box under Early Your age on January 1 of this initial contribution year: Withdrawal Penalty. Earnings Rate: % l None . l Xxxx XXX Establishment Fee $ Early Withdrawal Penalty Calculation Method: l Annual Service/Administration Fee of $ $15 . or % of assets will be charged at of each year for purposes of this projection. end l beginning End of Projected Age Projected l Transfer Fee $ l Distribution Fee $ l Removal of Excess $ l Conversions/Recharacterizations $ 1 $ 60 $ 2 $ 65 $ 3 $ 70 $ 4 $ 5 $
Sample 1Sample 2See All (10)
Xxxx Xxx. If you have “compensation” and your tax filing status and “adjusted gross income” satisfy certain requirements, you may make annual non-deductible contribution(s) of up to the maximum amount allowed under current law to a Xxxx XXX. You may also be able to convert an existing non-Xxxx XXX to your Xxxx XXX, depending on your adjusted gross income. The income earned on the amounts contributed to a Xxxx XXX will not be subject to tax upon distribution, provided certain requirements are met. If you are married and filing a joint tax return with your spouse, your spouse may also make a contribution to a separate Xxxx XXX established for his or her exclusive benefit, even if your spouse had no compensation for that year.
Sample 1Sample 2Sample 3See All (4)
Xxxx Xxx. Annuitant:............................................................
Sample 1Sample 2See All (4)
Xxxx Xxx. ANNUITANT:..............................................................Xxxx Xxx AGE AT ISSUE:.........................................................35 SEX:................................................................
Sample 1See All (4)
Xxxx Xxx. Xx. 000000 Execution Copy
Sample 1Sample 2Sample 3
Xxxx Xxx. The disclosed fees and penalties will be included in that projection method applicable to your Financial Disclosure. With the exception of distribution transaction or termination fees, Projection Method One cannot be used if any other Xxxx XXX Fee or certain Other l Rollover/Transfer (one-time) Contribution. boxes are checked below, including the Other box under Early Your age on January 1 of this initial contribution year: Withdrawal Penalty. Earnings Rate: % l None . l Xxxx XXX Establishment Fee $ Early Withdrawal Penalty Calculation Method: l Annual Service/Administration Fee of $ 25 .
Sample 1Sample 2Sample 3
Xxxx Xxx atau Pemegang Kad adalah bersama xxx berasingan xxx/atau bertanggungjawab sepenuhnya/atau bertanggungjawab secara individu untuk semua caj pada Kad Kredit.
Sample 1Sample 2Sample 3
Xxxx Xxx. (The minimum investment in Class A, C, and R shares is $2,500. Class I minimum is $100,000. Make checks payable to the Xxxxxx Funds).
Sample 1Sample 2
Xxxx Xxx to-Xxxx XXX Rollovers. Assets distributed from your Xxxx XXX may be rolled over to the same Xxxx XXX or another Xxxx XXX of yours if the requirements of IRC Sec. 408(d)(3) are met. A proper Xxxx XXX-to-Xxxx XXX rollover is completed if all or part of the distribution is rolled over not later than 60 days after the distribution is received. In the case of a distribution for a first-time homebuyer where there was a delay or cancellation of the purchase, the 60-day rollover period may be extended to 120 days. Xxxx XXX assets may not be rolled over to other types of IRAs (e.g., Traditional IRA, SIMPLE IRA), or employer-sponsored retirement plans.
Sample 1Sample 2