Examples of Retirement Accounts in a sentence
For the purposes of this Agreement, please note that IW&I will only act in the capacity of Investment Manager and will not be responsible for establishing whether the use of Retirement Accounts, SIPPS, Income drawdown, Phased Retirement or any other retirement options are suitable for your specific circumstances.
Seller will provide Buyer with the proper trust documents and all related information for any Retirement Accounts assumed by Buyer under Section 2.02 of this Agreement.
Any POD designation will not apply to Individual Retirement Accounts (IRAs) which will be governed by a separate beneficiary designation.
Buyer shall be responsible for all federal and state income tax reporting of Retirement Accounts for the tax year in which the Closing occurs.