Common use of Qualified Charitable Distributions Clause in Contracts

Qualified Charitable Distributions. If you are age 70½ or older, you may be eligible to take tax-free IRA distributions of up to $100,000 per year and have these distributions paid directly to certain charitable organizations. Special tax rules may apply. For further detailed information and effective dates you may wish to obtain IRS Publication 590-B, Distributions from Individual Retirement Arrangements (IRAs), from the IRS or refer to the IRS website at xxx.xxx.xxx.

Appears in 40 contracts

Samples: Individual Retirement Custodial Account Agreement, Prototype              Plan               Agreement, secure.alpsinc.com

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Qualified Charitable Distributions. If you are age 70½ or older, you may be eligible to take tax-free IRA distributions of up to $100,000 per year and have these distributions paid directly to certain charitable organizations. Special tax rules may apply. For further detailed information and effective dates you may wish to obtain IRS Publication 590-B, Distributions from Individual Retirement Arrangements (IRAs), from the IRS or refer to the IRS website at xxx.xxx.xxx.

Appears in 14 contracts

Samples: Ach Agreement, Individual Retirement Trust Account Agreement, Individual Retirement Custodial Account Agreement

Qualified Charitable Distributions. If you are age 70½ or older, you may be eligible to take tax-free IRA distributions of up to $100,000 per year and have these distributions paid directly to certain charitable organizations. Special tax rules may apply. This provision applies to distributions during tax years 2012 and 2013 and may apply to subsequent years if extended by Congress. For further detailed information and effective dates you may wish to obtain IRS Publication 590-B, Distributions from Individual Retirement Arrangements (IRAs), from the IRS or refer to the IRS website at xxx.xxx.xxx.

Appears in 11 contracts

Samples: Client Agreement, www.mktgwebdev.com, www.mktgwebdev.com

Qualified Charitable Distributions. If you are age 70½ or older, you may be eligible to take tax-free IRA distributions of up to $100,000 per year and have these distributions paid directly to certain charitable organizations. Special tax rules may apply. For further detailed information and effective dates you may wish to obtain IRS Publication 590-B, Distributions from Individual Retirement Arrangements (IRAs), from the IRS or refer to the IRS website at xxx.xxx.xxx.

Appears in 8 contracts

Samples: Individual Retirement Custodial Account Agreement, Individual Retirement Custodial Account Agreement, Ira Plan Agreement

Qualified Charitable Distributions. If you are age 70½ or older, you may be eligible to take tax-free IRA distributions of up to $100,000 per year and have these distributions paid directly to certain charitable organizations. Special tax rules may apply. For further detailed information and effective dates you may wish to obtain IRS Publication 590-B, Distributions from Individual Retirement Arrangements (IRAs), from the IRS or refer to the IRS website at xxx.xxx.xxx.

Appears in 8 contracts

Samples: lightstonecapitalmarkets.com, pdf4pro.com, wildermuthendowmentfund.com

Qualified Charitable Distributions. If you are age 70½ or older, you may be eligible to take tax-free IRA distributions of up to $100,000 per year and have these distributions paid directly to certain charitable organizations. Special tax rules may apply. For further fur- ther detailed information and effective dates information, you may wish to obtain IRS Publication 590-B, Distributions from From Individual Retirement Arrangements (IRAs), from the IRS or refer to the IRS website at xxx.xxx.xxx.

Appears in 5 contracts

Samples: Stifel Account, Stifel Account, Stifel Account

Qualified Charitable Distributions. If you are age 70½ or older, you may be eligible to take tax-free tax‐free IRA distributions of up to $100,000 per year and have these distributions paid directly to certain charitable organizations. Special tax rules may apply. For further detailed information and effective dates you may wish to obtain IRS Publication 590-B590‐B, Distributions from Individual Retirement Arrangements (IRAs), from the IRS or refer to the IRS website at xxx.xxx.xxx.

Appears in 2 contracts

Samples: Individual Retirement Custodial Account Agreement, Individual Retirement Custodial Account Agreement

Qualified Charitable Distributions. If you are age 70½ or older, you may be eligible to take tax-free IRA distributions of up to $100,000 per year and have these distributions paid directly to certain charitable organizations. Special tax rules may apply. This provision applies to distributions during tax years 2012 and 2013 and may apply to subsequent years if extended by Congress. For further detailed information and effective dates dates, you may wish to obtain IRS Publication 590-B, Distributions from Individual From Indi- vidual Retirement Arrangements (IRAs), from the IRS or refer to the IRS website web site at xxx.xxx.xxx.

Appears in 1 contract

Samples: www.stifel.com

Qualified Charitable Distributions. If you are age 70½ or older, you may be eligible to take tax-free IRA distributions of up to $100,000 per year and have these distributions paid directly to certain charitable organizations. Special tax rules may apply. For further detailed information and effective dates information, you may wish to obtain IRS Publication 590-B, Distributions from Individual Retirement Arrangements (IRAs), from the IRS or refer to the IRS website at xxx.xxx.xxx.

Appears in 1 contract

Samples: www.navyfederal.org

Qualified Charitable Distributions. If you are age 70½ or older, you may be eligible to take tax-free inherited IRA distributions of up to $100,000 per year and have these distributions paid directly to certain charitable organizations. Special tax rules may apply. For further detailed information and effective dates you may wish to obtain IRS Publication 590-B, Distributions from Individual Retirement Arrangements (IRAs), from the IRS or refer to the IRS website at xxx.xxx.xxx.

Appears in 1 contract

Samples: Individual Retirement Custodial Account Agreement

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Qualified Charitable Distributions. If you are age 70½ or older, you may be eligible to take tax-free IRA distributions of up to $100,000 per year and have these distributions paid directly to certain charitable organizations. Special tax rules may apply. This provision applies to distributions during tax years 2012 and 2013 and may apply to subsequent years if extended by Congress. For further detailed information and effective dates you may wish to obtain IRS Publication 590-B, Distributions from Individual Retirement Arrangements (IRAs), from the IRS or refer to the IRS website at xxx.xxx.xxx.

Appears in 1 contract

Samples: www.absoluteadvisers.com

Qualified Charitable Distributions. If you are age 70½ or older, you may be eligible to take tax-tax- free IRA distributions of up to $100,000 per year and have these distributions paid directly to certain charitable organizations. Special tax rules may apply. For further detailed information and effective dates you may wish to obtain IRS Publication 590-B, Distributions from Individual In- dividual Retirement Arrangements (IRAs), from the IRS or refer to the IRS website at xxx.xxx.xxx.

Appears in 1 contract

Samples: Plan Agreement

Qualified Charitable Distributions. If you are age 70½ or older, you may be eligible to take tax-free tax‐free IRA distributions of up to $100,000 per year and have these distributions paid directly to certain charitable organizations. Special tax rules may apply. For further detailed information and effective dates you may wish to obtain IRS Publication 590-B590‐B, Distributions from Individual Retirement Arrangements (IRAs), from the IRS or refer to the IRS website at xxx.xxx.xxx.

Appears in 1 contract

Samples: Individual Retirement Custodial Account Agreement

Qualified Charitable Distributions. If you are age 70½ or older, you may be eligible to take tax-free IRA distributions of up to $100,000 per year and have these distributions paid directly to certain charitable organizations. if you have both IRA contributions and QCDs in the same year, the $100,000 is reduced if you are making deductible IRA contributions after age 70½. Special tax rules may apply. For further detailed information and effective dates you may wish to obtain IRS Publication 590-590- B, Distributions from Individual Retirement Arrangements (IRAs), from the IRS or refer to the IRS website at xxx.xxx.xxxwww.irs. gov.

Appears in 1 contract

Samples: www.horizontrust.com

Qualified Charitable Distributions. If you are age 70½ or older, you may be eligible to take tax-free IRA distributions of up to $100,000 per year and have these distributions paid directly to certain charitable organizations. Special tax rules may apply. This provision applies to distributions during tax years 2012 and 2013 and may apply to subsequent years if extended by Congress. For further detailed information and effective dates you may wish to obtain IRS Publication 590-B, Distributions from Individual Retirement Arrangements (IRAs), from the IRS or refer to the IRS website at xxx.xxx.xxxxxxxx.xxx.xxx.

Appears in 1 contract

Samples: Ach Agreement

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