Common use of Xxxxxxx Xxxx XXX Clause in Contracts

Xxxxxxx Xxxx XXX. If you are married and have compensation, you may contribute to a Xxxx XXX established for the benefit of your spouse, regardless of whether or not your spouse has compensation. You must file a joint income tax return for the year for which the contribution is made. The amount you may contribute to your Xxxx XXX and your spouse’s Xxxx XXX is the lesser of 100 percent of your combined eligible compensation or $11,000 for 2017 and 2018. This amount may be increased with cost-of-living adjustments each year. However, you may not contribute more than the individual contribution limit to each Xxxx XXX. Your contribution may be further limited if your MAGI falls within the minimum and maximum thresholds. If your spouse is age 50 or older by the close of the taxable year, and is otherwise eligible, you may make an additional contribution to your spouse’s Xxxx XXX. The maximum additional contribution is $1,000 per year.

Appears in 13 contracts

Samples: Roth Ira Account Application & Agreement, Customer Account Agreement, Roth Ira Account Application & Agreement

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Xxxxxxx Xxxx XXX. If you are married and have compensation, you may contribute to a Xxxx XXX established for the benefit of your spouse, regardless of whether or not your spouse has compensation. You must file a joint income tax return for the year for which the contribution is made. The amount you may contribute to your Xxxx XXX and your spouse’s Xxxx XXX is the lesser of 100 percent of your combined eligible compensation or $11,000 12,000 for 2017 2019 and 20182020. This amount may be increased with cost-of-living adjustments each year. However, you may not contribute more than the individual contribution limit to each Xxxx XXX. Your contribution may be further limited if your MAGI falls within the minimum and maximum thresholds. If your spouse is age 50 or older by the close of the taxable year, and is otherwise eligible, you may make an additional contribution to your spouse’s Xxxx XXX. The maximum additional contribution is $1,000 per year.

Appears in 10 contracts

Samples: Individual Retirement Account Custodial Agreement, Traditional and Roth Ira Plan Agreement & Disclosure, Roth Individual Retirement Custodial Account Agreement

Xxxxxxx Xxxx XXX. If you are married and have compensation, you may contribute to a Xxxx XXX established for the benefit of your spouse, regardless of whether or not your spouse has compensation. You must file a joint income tax return for the year for which the contribution is made. The amount you may contribute to your Xxxx XXX and your spouse’s Xxxx XXX is the lesser of 100 percent of your combined eligible compensation or $11,000 12,000 for 2017 2019 and 20182020. This amount may be increased with cost-of-living cost‐of‐living adjustments each year. However, you may not contribute more than the individual contribution limit to each Xxxx XXX. Your contribution may be further limited if your MAGI falls within the minimum and maximum thresholds. If your spouse is age 50 or older by the close of the taxable year, and is otherwise eligible, you may make an additional contribution to your spouse’s Xxxx XXX. The maximum additional contribution is $1,000 per year.

Appears in 7 contracts

Samples: Roth Ira Application, Roth Individual Retirement Custodial Account Agreement, Roth Individual Retirement Custodial Account Agreement

Xxxxxxx Xxxx XXX. If you are married and have compensation, you may contribute to a Xxxx XXX established for the benefit of your spouse, regardless of whether or not your spouse has compensation. You must file a joint income tax return for the year for which the contribution is made. Your contribution may be further limited if your MAGI falls within the minimum and maximum thresholds. The amount you may contribute to your Xxxx XXX and your spouse’s Xxxx XXX is the lesser of 100 percent of your combined eligible compensation or $11,000 6,000 for 2017 2002 – 2004, $8,000 for 2005 – 2007 and 2018$10,000 for 2008. This amount may be increased with cost-of-living adjustments each yearin 2009 and beyond. However, you may not contribute more than the individual contribution limit to each Xxxx XXX. Your contribution may be further limited if your MAGI falls within the minimum and maximum thresholds. If your spouse is age 50 or older by the close of the taxable year, and is otherwise eligible, you may make an additional contribution to your spouse’s Xxxx XXX. The maximum additional contribution is $500 for years 2002 – 2005, and $1,000 per yearfor years 2006 and beyond.

Appears in 3 contracts

Samples: Roth Ira Account Agreement, Roth Ira, Roth Ira

Xxxxxxx Xxxx XXX. If you are married and have compensationcompensation for the taxable year for which the contribution is made, you may contribute to a Xxxx XXX established for the benefit of your spouse, regardless of whether or not your spouse has compensation. You must file a joint income tax return for the year for which the contribution is made. The amount you may contribute to your Xxxx XXX and your spouse’s Xxxx XXX is the lesser of 100 percent of your combined eligible compensation or $11,000 13,000 for 2017 and 20182023. This amount may be increased with cost-of-living adjustments each year. However, you may not contribute more than the individual contribution limit to each Xxxx XXX. Your contribution may be further limited if your MAGI falls within the minimum and maximum thresholds. If your spouse is age 50 or older by the close of the taxable year, and is otherwise eligible, you may make an additional contribution to your spouse’s Xxxx XXX. The maximum additional contribution is $1,000 per year. This amount is subject to possible cost-of-living adjustments each year beginning in 2024.

Appears in 3 contracts

Samples: Roth Individual Retirement Account Agreement, Roth Individual Retirement Trust Account Agreement, Ira Plan Agreement & Disclosure

Xxxxxxx Xxxx XXX. If you are married and have compensation, you may contribute to a Xxxx XXX established for the benefit of your spouse, regardless of whether or not your spouse has compensation. You must file a joint income tax return for the year for which the contribution is made. Your contribution may be further limited if your MAGI falls within the minimum and maximum thresholds. The amount you may contribute to your Xxxx XXX and your spouse’s Xxxx XXX is the lesser of 100 percent of your combined eligible compensation or $11,000 6,000 for 2017 2002- 2004, $8,000 for 2005-2007 and 2018$10,000 for 2008. This amount may be increased with cost-of-living adjustments each yearin 2009 and beyond. However, you may not contribute more than the individual contribution limit to each Xxxx XXX. Your contribution may be further limited if your MAGI falls within the minimum and maximum thresholds. If your spouse is age 50 or older by the close of the taxable year, and is otherwise eligible, you may make an additional contribution to your spouse’s Xxxx XXX. The maximum additional contribution is $500 for years 2002-2005, and $1,000 per yearfor years 2006 and beyond.

Appears in 2 contracts

Samples: Adoption Agreement Roth Ira, Roth Individual Retirement Custodial Account Agreement

Xxxxxxx Xxxx XXX. If you are married and have compensation, you may contribute to a Xxxx XXX established for the benefit of your spouse, regardless of whether or not your spouse has compensation. You must file a joint income tax return for the year for which the contribution is made. The amount you may contribute to your Xxxx XXX and your spouse’s Xxxx XXX is the lesser of 100 percent of your combined eligible compensation or $11,000 12,000 for 2017 2019 and 20182020. This amount may be increased with cost-of-living adjustments each year. However, you may not contribute more than the individual contribution limit to each Xxxx XXX. Your contribution may be further limited if your MAGI falls within the minimum and maximum thresholdsmaxi- mum threshold. If your spouse is age 50 or older by the close of the taxable year, and is otherwise eligible, you may make an additional contribution con- tribution to your spouse’s Xxxx XXX. The maximum additional contribution is $1,000 per year.

Appears in 2 contracts

Samples: Account Agreement, Account Agreement

Xxxxxxx Xxxx XXX. If you are married and have compensationcompensation for the taxable year for which the contribution is made, you may contribute to a Xxxx XXX established for the benefit of your spouse, regardless of whether or not your spouse has compensation. You must file a joint income tax return for the year for which the contribution is made. The amount you may contribute to your Xxxx XXX and your spouse’s Xxxx XXX is the lesser of 100 percent of your combined eligible compensation or $11,000 13,000 for 2017 and 20182023. This amount may be increased with cost-of-living adjustments each year. However, you may not contribute more than the individual contribution limit to each Xxxx XXX. Your contribution may be further limited if your MAGI falls within the minimum and maximum thresholds. If your spouse is age 50 or older by the close of the taxable year, and is otherwise eligible, you may make an additional contribution to your spouse’s Xxxx XXX. The maximum additional contribution is $1,000 per year.

Appears in 1 contract

Samples: Roth Individual Retirement Custodial Account Agreement

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Xxxxxxx Xxxx XXX. If you are married and have compensation, you may contribute to a Xxxx XXX established for the benefit of your spouse, regardless of whether or not your spouse has compensation. You must file a joint income tax return for the year for which the contribution is made. The amount you may contribute to your Xxxx XXX and your spouse’s Xxxx XXX is the lesser of 100 percent of your combined eligible compensation or $11,000 for 2017 2014 and 20182015. This amount may be increased with cost-of-living cost‐of‐living adjustments each year. However, you may not contribute more than the individual contribution limit to each Xxxx XXX. Your contribution may be further limited if your MAGI falls within the minimum and maximum thresholds. If your spouse is age 50 or older by the close of the taxable year, and is otherwise eligible, you may make an additional contribution to your spouse’s Xxxx XXX. The maximum additional contribution is $1,000 per year.

Appears in 1 contract

Samples: Roth Individual Retirement Custodial Account Agreement

Xxxxxxx Xxxx XXX. If you are married and have compensation, you may contribute to a Xxxx XXX established for the benefit of your spouse, regardless of whether or not your spouse has compensation. You must file a joint income tax return for the year for which the contribution is made. Your contribution may be further limited if your MAGI falls within the minimum and maximum thresholds. The amount you may contribute to your Xxxx XXX and your spouse’s Xxxx XXX is the lesser of 100 percent of your combined eligible compensation or $11,000 6,000 for 2017 2002-2004, $8,000 for 2005-2007 and 2018$10,000 for 2008. This amount may be increased with cost-of-living adjustments each yearin 2009 and beyond. However, you may not contribute more than the individual contribution limit to each Xxxx XXX. Your contribution may be further limited if your MAGI falls within the minimum and maximum thresholds. If your spouse is age 50 or older by the close of the taxable year, and is otherwise eligible, you may make an additional contribution to your spouse’s Xxxx XXX. The maximum additional contribution is $500 for years 2002-2005, and $1,000 per yearfor years 2006 and beyond.

Appears in 1 contract

Samples: Custodial Agreement

Xxxxxxx Xxxx XXX. If you are married and have compensation, you may contribute to a Xxxx XXX established for the benefit of your spouse, regardless of whether or not your spouse has compensation. You must file a joint income tax return for the year for which the contribution is made. The amount you may contribute to your Xxxx XXX and your spouse’s Xxxx XXX is the lesser of 100 percent of your combined eligible compensation or $11,000 for 2017 2015 and 20182016. This amount may be increased with cost-of-living adjustments each year. However, you may not contribute more than the individual contribution limit to each Xxxx XXX. Your contribution may be further limited if your MAGI falls within the minimum and maximum thresholds. If your spouse is age 50 or older by the close of the taxable year, and is otherwise eligible, you may make an additional contribution to your spouse’s Xxxx XXX. The maximum additional contribution is $1,000 per year.

Appears in 1 contract

Samples: Roth Individual Retirement Custodial Account Agreement

Xxxxxxx Xxxx XXX. If you are married and have compensation, you may contribute to a Xxxx XXX established for the benefit of your spouse, regardless of whether or not your spouse has compensation. You must file a joint income tax return for the year for which the contribution is made. The amount you may contribute to your Xxxx XXX and your spouse’s Xxxx XXX is the lesser of 100 percent of your combined eligible compensation or $11,000 for 2017 2014 and 20182015. This amount may be increased with cost-of-living adjustments each year. However, you may not contribute more than the individual contribution limit to each Xxxx XXX. Your contribution may be further limited if your MAGI falls within the minimum and maximum thresholds. If your spouse is age 50 or older by the close of the taxable year, and is otherwise eligible, you may make an additional contribution to your spouse’s Xxxx XXX. The maximum additional contribution is $1,000 per year.

Appears in 1 contract

Samples: Traditional and Roth Ira Plan Agreement & Disclosure

Xxxxxxx Xxxx XXX. If you are married and have compensation, you may contribute to a Xxxx XXX established for the benefit of your spouse, regardless of whether or not your spouse has compensation. You must file a joint income tax return for the year for which the contribution is made. The amount you may contribute to your Xxxx XXX and your spouse’s Xxxx XXX is the lesser of 100 percent of your combined eligible compensation or $11,000 for 2017 2014 and 20182015. This amount may be increased with cost-of-living adjustments each year. HoweverHow- ever, you may not contribute more than the individual contribution limit to each Xxxx XXX. Your contribution may be further limited if your MAGI falls within the minimum and maximum thresholds. If your spouse is age 50 or older by the close of the taxable year, and is otherwise eligible, you may make an additional contribution con- tribution to your spouse’s Xxxx XXX. The maximum additional contribution is $1,000 per year.

Appears in 1 contract

Samples: Wealth Management Agreement

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