Examples of Retirement Accounts in a sentence
As a condition of us granting you credit under the Agreement, you hereby agree to grant us a security interest in all future shares and deposits with us, except Individual Retirement Accounts and other accounts which provide tax benefits under state or federal laws, to secure the credit card Account.
Any POD or trust beneficiary/payee designation linked to a regular share account shall not apply to Individual Retirement Accounts (IRAs) or Health Savings Accounts (HSAs), which are governed by a separate beneficiaries/payee designation.
In addition, you granted us a security interest in all your shares and deposits, present and future, and all accounts (except Individual Retirement Accounts and Xxxxx Accounts) with us to secure your account and agree, upon default, we may apply all that is secured to pay any amounts due under this agreement, without further notice to you.
No portion of the 12b-1 fees for Retirement Accounts may be utilized for the benefit of LPL or the IAR.
Rollovers from eligible Code § 457(b) plans, qualified plans under Code §§ 401(a), 403(a) and 403(b), Individual Retirement Accounts and Annuities described in Code §§ 408(a) and (b) SHALL BE allowed pursuant to Section 6.01 of the Plan.