Common use of an H Clause in Contracts

an H. R. 10 or ▇▇▇▇▇ plan (for self-employed individuals); or may be required to complete a transfer authorization form prior to h. a plan for federal, state, or local government employees or by an transferring your IRA assets. agency or instrumentality thereof (other than a section 457(b) 2. IRA-to-IRA Rollovers. An IRA rollover is another way to move plan). assets tax-free between IRAs. You may roll over all or a portion of For assistance in determining whether you (or your spouse) are an your IRA assets by taking a distribution from an IRA and active participant, see your employer or a tax or legal professional. recontributing it, less any RMD for that year, as a rollover IRS Form W-2, Wage and Tax Statement, as provided by your contribution into the same or another IRA. A rollover contribution is employer, should indicate whether you are an active participant. irrevocable. You must report your IRA rollover to the IRS on your