Rollover of XXX Xxxx. If you receive a refund of eligible re- tirement plan assets that had been wrongfully levied, you may roll over the amount returned up until your tax return due date (not including extensions) for the year in which the money was returned.
Appears in 3 contracts
Samples: Stifel Account, Stifel Account, Stifel Account
Rollover of XXX Xxxx. If you receive a refund of eligible re- tirement retir- ment plan assets that had been wrongfully levied, you may roll over the amount returned up until your tax return due date (not including extensions) for the year in which the money was returned.
Appears in 1 contract
Samples: Stifel Account