Examples of Retirement Account in a sentence
For these purposes, qualified plans would not include an Individual Retirement Account, Keogh Plan or custodial account following retirement.
Although the fees charged for transferring units from an Individual Retirement Account vary, such fees are typically $25-$50 per transaction.
A tendering beneficial owner of units whose units are owned of record by an Individual Retirement Account or other qualified plan will not receive direct payment of the offer price; rather, payment will be made to the custodian of such account or plan.
TIN") printed (or corrected) on the front of this Letter of Transmittal is the correct TIN of the unitholder, unless the Units are held in an Individual Retirement Account ("IRA"); or if this box [ ] is checked, the unitholder has applied for a TIN.
You will also have to pay any fees or commissions imposed by your broker, or by any custodian or other trustee of any Individual Retirement Account or benefit plan which is the owner of record of your units.