Xxxx XXX-to-Xxxx XXX Rollovers. Funds distributed from your Xxxx XXX may be rolled over to a Xxxx XXX of yours if the requirements of Code section 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. You may not have completed another Xxxx XXX to Xxxx XXX rollover from the distributing Xxxx XXX 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. Xxxx XXX assets may not be rolled over to other types of IRAs (e.g., Traditional IRA, SIMPLE IRA).
Appears in 6 contracts
Samples: Roth Ira Account Agreement, Custodial Agreement, Adoption Agreement Roth Ira
Xxxx XXX-to-Xxxx XXX Rollovers. Funds distributed from your Xxxx XXX may be rolled over to a Xxxx XXX of yours if the requirements of Code section Section 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. You may not have completed another Xxxx XXX to Xxxx XXX rollover from the distributing Xxxx XXX 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. Xxxx XXX assets may not be rolled over to other types of IRAs (e.g., Traditional IRA, SIMPLE IRA).
Appears in 4 contracts
Samples: Ira Prototype Agreement and Disclosure Statement, Ira Prototype Agreement and Disclosure Statement, Ira Prototype Agreement
Xxxx XXX-to-Xxxx XXX Rollovers. Funds distributed from your Xxxx XXX may be rolled over to a Xxxx XXX of yours if the requirements of Code section Section 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. You may not have completed another Xxxx XXX to Xxxx XXX rollover from the distributing Xxxx XXX 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. Xxxx XXX assets may not be rolled over to other types of IRAs (e.g., Traditional IRAXXX, SIMPLE IRAXXX).
Appears in 2 contracts
Samples: Individual Retirement Custodial Account Agreement, Individual Retirement Custodial Account Agreement
Xxxx XXX-to-Xxxx XXX Rollovers. Funds distributed from your Xxxx XXX may be rolled over to a Xxxx XXX of yours if the requirements of Code section 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. You may not have completed another Xxxx XXX to Xxxx XXX rollover from the distributing Xxxx XXX 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. Xxxx XXX assets may not be rolled over to other types of IRAs (e.g., Traditional IRAXXX, SIMPLE IRAXXX).
Appears in 1 contract
Samples: Wealthfront Roth Ira Agreement
Xxxx XXX-to-Xxxx XXX Rollovers. Funds distributed from your Xxxx XXX may be rolled over to a Xxxx XXX of yours if the requirements of Code section 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. You may not have completed another Xxxx XXX to Xxxx XXX rollover from the distributing Xxxx XXX (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 roll over by you. Xxxx XXX assets may not be rolled over to other types of IRAs (e.g., Traditional IRA, SIMPLE IRA).
Appears in 1 contract
Samples: Traditional Individual Retirement Custodial Account Agreement
Xxxx XXX-to-Xxxx XXX Rollovers. Funds distributed from your Xxxx XXX may be rolled over to a Xxxx XXX of yours if the requirements of Code section 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. You Regardless of how many IRAs you may not own, you may only have completed another Xxxx XXX one IRA to Xxxx XXX IRA rollover during a 12 consecutive month period measured from the distributing Xxxx XXX during the 12 months preceding the date you receive the distributionreceived a distribution of an IRA which was rolled over to another IRA. Further, you may roll over the same dollars or assets only once every 12 months. (See IRS Publication 590 for more information.) Xxxx XXX assets may not be rolled over to other types of IRAs (e.g., Traditional IRA, SIMPLE IRA).
Appears in 1 contract
Samples: Roth Ira Custodial Account Agreement