Common use of Contributions to Inherited IRAs Clause in Contracts

Contributions to Inherited IRAs. Eligible rollover distributions from a deceased participant’s qualifying employer retirement plan(s) may be directly rolled over by a nonspouse beneficiary to an Inherited IRA. Rollovers to an Inherited IRA must be sent directly from the plan administrator to the Inherited IRA Custodian. Qualifying employer retirement plans include qualified plans (e.g., 401(k)) plans or profit sharing plans), governmental 457(b) plans, 403(b) arrangements and 403(a) arrangements. Amounts that may not be rolled over include any required minimum distributions. Except for employer retirement plan to Inherited IRA rollovers, Inherited IRA to Inherited IRA transfers and certain recharacterized contributions from Inherited Xxxx IRAs, no other contribution types are allowed to be contributed to the Inherited IRA, unless defined as allowable under the Code or Regulations. Distributions to Inherited IRA Owners. Beneficiary payouts from Inherited IRAs must continue as required by the Code and Regulations. MISCELLANEOUS

Appears in 7 contracts

Samples: mf.bahl-gaynor.com, www.raubbrock.com, info.overlayshares.com

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Contributions to Inherited IRAs. Eligible rollover distributions from a deceased participant’s qualifying employer retirement plan(s) may be directly rolled over by a nonspouse beneficiary to an Inherited IRA. Rollovers to an Inherited IRA must be sent directly from the plan administrator to the Inherited IRA Custodian. Qualifying employer retirement plans include qualified plans (e.g., 401(k)) plans or profit sharing plans), governmental 457(b) plans, 403(b) arrangements and 403(a) arrangements. Amounts that may not be rolled over include any required minimum distributions. Except for employer retirement plan to Inherited IRA rollovers, Inherited IRA to Inherited IRA transfers and certain recharacterized contributions from Inherited Xxxx IRAs, no other contribution types are allowed to be contributed to the Inherited IRA, unless defined as allowable under the Code or Regulations. Distributions to Inherited IRA Owners. Beneficiary payouts from Inherited IRAs must continue as required by the Code and Regulations. MISCELLANEOUSMISCELLANEOUS Nonforfeitability. Your interest in your IRA is nonforfeitable at all times.

Appears in 6 contracts

Samples: us.fieracapital.com, www.sbhfunds.com, iqr.acr-investfunds.com

Contributions to Inherited IRAs. Eligible rollover distributions from a deceased participant’s qualifying employer retirement plan(s) may be directly rolled over by a nonspouse beneficiary to an Inherited IRA. Rollovers to an Inherited IRA must be sent directly from the plan administrator to the Inherited IRA Custodian. Qualifying employer retirement plans include qualified plans (e.g., 401(k)) plans or profit sharing plans), governmental 457(b) plans, 403(b) arrangements and 403(a) arrangements. Amounts that may not be rolled over include any required minimum distributions. Except for employer retirement plan to Inherited IRA rollovers, Inherited IRA to Inherited IRA transfers and certain recharacterized contributions from Inherited Xxxx IRAs, no other contribution types are allowed to be contributed to the Inherited IRA, unless defined as allowable under the Code or Regulations. Distributions to Inherited IRA Owners. Beneficiary payouts from Inherited IRAs must continue as required by the Code and Regulations. MISCELLANEOUSMISCELLANEOUS Nonforfeitability. Your interest in your IRA is nonforfeitable at all times.

Appears in 6 contracts

Samples: static1.squarespace.com, europacificfunds.com, ocmgoldfund.com

Contributions to Inherited IRAs. Eligible rollover distributions from a deceased participant’s qualifying employer retirement plan(s) may be directly rolled over by a nonspouse beneficiary to an Inherited IRAXXX. Rollovers to an Inherited IRA XXX must be sent directly from the plan administrator to the Inherited IRA XXX Custodian. Qualifying employer retirement plans include qualified plans (e.g., 401(k)) plans or profit sharing plans), governmental 457(b) plans, 403(b) arrangements and 403(a) arrangements. Amounts that may not be rolled over include any required minimum distributions. Except for employer retirement plan to Inherited IRA XXX rollovers, Inherited IRA XXX to Inherited IRA XXX transfers and certain recharacterized contributions from Inherited Xxxx IRAs, no other contribution types are allowed to be contributed to the Inherited IRAXXX, unless defined as allowable under the Code or Regulations. Distributions to Inherited IRA XXX Owners. Beneficiary payouts from Inherited IRAs must continue as required by the Code and Regulations. MISCELLANEOUSMISCELLANEOUS Nonforfeitability. Your interest in your XXX is nonforfeitable at all times.

Appears in 2 contracts

Samples: www-us.computershare.com, www-us.computershare.com

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Contributions to Inherited IRAs. Eligible rollover distributions from a deceased participant’s qualifying employer retirement plan(s) may be directly rolled over by a nonspouse beneficiary to an Inherited IRA. Rollovers to an Inherited IRA must be sent directly from the plan administrator to the Inherited IRA Custodian. Qualifying employer retirement plans include qualified plans (e.g., 401(k)) plans or profit sharing plans), governmental 457(b) plans, 403(b) arrangements and 403(a) arrangements. Amounts that may not be rolled over include any required minimum distributions. Except for employer retirement plan to Inherited IRA rollovers, Inherited IRA to Inherited IRA transfers and certain recharacterized contributions from Inherited Xxxx IRAs, no other contribution types are allowed to be contributed to the Inherited IRA, unless defined as allowable under the Code or Regulations. Distributions to Inherited IRA Owners. : Beneficiary payouts from Inherited IRAs must continue as required by the Code and Regulations. MISCELLANEOUSMISCELLANEOUS Nonforfeitability: Your interest in your IRA is nonforfeitable at all times.

Appears in 1 contract

Samples: www.zacksfunds.com

Contributions to Inherited IRAs. Eligible rollover distributions from a deceased participant’s qualifying employer retirement plan(s) may be directly rolled over by a nonspouse beneficiary to an Inherited IRAXXX. Rollovers to an Inherited IRA XXX must be sent directly from the plan administrator to the Inherited IRA XXX Custodian. Qualifying employer retirement plans include qualified plans (e.g., 401(k)) plans or profit sharing plans), governmental 457(b) plans, 403(b) arrangements and 403(a) arrangements. Amounts that may not be rolled over include any required minimum distributions. Except for employer retirement plan to Inherited IRA XXX rollovers, Inherited IRA XXX to Inherited IRA XXX transfers and certain recharacterized contributions from Inherited Xxxx IRAs, no other contribution types are allowed to be contributed to the Inherited IRAXXX, unless defined as allowable under the Code or Regulations. Distributions to Inherited IRA XXX Owners. Beneficiary payouts from Inherited IRAs must continue as required by the Code and Regulations. MISCELLANEOUSMISCELLANEOUS Nonforfeitability. Your interest in your XXX is nonforfeitable at all times.

Appears in 1 contract

Samples: www-us.computershare.com

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