Common use of Recharacterization Clause in Contracts

Recharacterization. A regular contribution to a Traditional IRA may be recharacterized pursuant to the rules in Regulations Section 1.408A-5 as a regular contribution to this ▇▇▇▇ ▇▇▇, subject to the limits in Section 4.01(C) of this Agreement.

Appears in 62 contracts

Sources: Ira Prototype Plan Agreement, Ira Prototype Plan Agreement, Ira Kit Agreement

Recharacterization. A regular contribution to a Traditional IRA may be recharacterized pursuant to the rules in section 1.408A-5 of the Income Tax Regulations Section 1.408A-5 as a regular contribution to this a ▇▇▇▇ ▇▇▇, subject to the limits in Section 4.01(C(b) of this Agreementabove.

Appears in 1 contract

Sources: Ira/Roth Ira Adoption Agreement