Common use of Recharacterizations Clause in Contracts

Recharacterizations. If you make a contribution to a Traditional IRA and later recharacterize either all or a portion of the original contribution to a Xxxx XXX along with net income attributable, you may elect to treat the original contribution as having been made to the Xxxx XXX. The same methodology applies when recharacterizing a contribution from a Xxxx XXX to a Traditional IRA. For tax years beginning before January 1, 2018, if you have converted from a Traditional IRA to a Xxxx XXX, or rolled over an eligible employer-sponsored retirement plan to a Xxxx XXX, you may recharacterize the conversion or rollover along with the net income attributable to a Traditional IRA. The deadline for completing a recharacterization is your tax filing deadline (including any extensions) for the year for which the original contribution was made or conversion or rollover completed. However, effective for tax years beginning after December 31, 2017, you may not recharacterize a Xxxx XXX conversion or an employer-sponsored retirement planrollover.

Appears in 7 contracts

Samples: Ach Agreement, Ach Agreement, Ach Agreement

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Recharacterizations. If you make a contribution to a Traditional IRA and later recharacterize either all or a portion of the original contribution to a Xxxx XXX along with net income attributable, you may elect to treat the original contribution as having been made to the Xxxx XXX. The same methodology applies when recharacterizing a contribution from a Xxxx XXX to a Traditional IRA. For tax years beginning before January 1, 2018, if you have converted from a Traditional IRA to a Xxxx XXX, XXX or rolled over an eligible employer-employer- sponsored retirement plan to a Xxxx XXX, you may recharacterize the conversion or rollover along with the net income attributable back to a the Traditional IRA. The deadline for completing a recharacterization is your tax filing deadline (including any extensions) ), for the year for which the original contribution was made or conversion or rollover completed. However, effective for tax years beginning after December 31, 2017, you may not recharacterize a Xxxx XXX conversion or an employer-employer- sponsored retirement planrolloverplan rollover.

Appears in 7 contracts

Samples: pdf4pro.com, www.steadfastreits.com, wildermuthendowmentfund.com

Recharacterizations. If you make a contribution to a Traditional IRA XXX and later recharacterize either all or a portion of the original contribution to a Xxxx XXX along with net income attributable, you may elect to treat the original contribution as having been made to the Xxxx XXX. The same methodology applies when recharacterizing a contribution from a Xxxx XXX to a Traditional IRAXXX. For tax years beginning before January 1, 2018, if you have converted from a Traditional IRA XXX to a Xxxx XXX, or rolled over an eligible employer-sponsored retirement plan to a Xxxx XXX, you may recharacterize the conversion or rollover along with the net income attributable to a Traditional IRAXXX. The deadline for completing a recharacterization is your tax filing deadline (including any extensions) for the year for which the original contribution was made or conversion or rollover completed. However, effective for tax years beginning after December 31, 2017, you may not recharacterize a Xxxx XXX conversion or an employer-sponsored retirement planrollover.

Appears in 3 contracts

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

Recharacterizations. If you make a contribution to a Traditional IRA and later recharacterize either all or a portion of the original contribution to a Xxxx XXX along with net income attributable, you may elect to treat the original contribution as having been made to the Xxxx XXX. The same methodology applies when recharacterizing a contribution from a Xxxx XXX to a Traditional IRA. For tax years beginning before January 1, 2018, if you have converted from a Traditional IRA to a Xxxx XXX, or rolled over an eligible employer-sponsored retirement plan to a Xxxx XXX, you may recharacterize the conversion or rollover along with the net income attributable to a Traditional IRA. The deadline for completing a recharacterization is your tax filing deadline (including any extensions) for the year for which the original contribution was made or conversion or rollover completed. However, effective for tax years beginning after December 31, 2017, you may not recharacterize a Xxxx XXX conversion or an employer-sponsored retirement planrolloverplan rollover.

Appears in 3 contracts

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

Recharacterizations. If you make a contribution to a Traditional IRA XXX and later recharacterize either all or a portion of the original contribution to a Xxxx XXX along with net income attributable, you may elect to treat the original contribution as having been made to the Xxxx XXX. The same methodology applies when recharacterizing a contribution from a Xxxx XXX to a Traditional IRAXXX. For tax years beginning before January 1, 2018, if you have converted from a Traditional IRA XXX to a Xxxx XXX, or rolled over an eligible employer-sponsored retirement plan to a Xxxx XXX, you may recharacterize the conversion or rollover along with the net income attributable to a Traditional IRAXXX. The deadline for completing a recharacterization is your tax filing deadline (including any extensions) for the year for which the original contribution was made or conversion or rollover completed. However, effective for tax years beginning after December 31, 2017, you may not recharacterize a Xxxx XXX conversion or an employer-sponsored retirement planrolloverplan rollover.

Appears in 2 contracts

Samples: Individual Retirement Custodial Account Agreement, Adoption Agreement

Recharacterizations. If you make a contribution to a Traditional IRA XXX and later recharacterize either all or a portion of the original contribution to a Xxxx XXX along with net income attributable, you may elect to treat the original contribution as having been made to the Xxxx XXX. The same methodology applies when recharacterizing a contribution from a Xxxx XXX to a Traditional IRAXXX. For tax years beginning before January 1, 2018, if you have converted from a Traditional IRA XXX to a Xxxx XXX, or rolled over an eligible employer-employer- sponsored retirement plan to a Xxxx XXX, you may recharacterize the conversion or rollover along with the net income attributable to a Traditional IRAXXX. The deadline for completing a recharacterization is your tax filing deadline (including any extensions) for the year for which the original contribution was made or conversion or rollover completed. However, effective for tax years beginning after December 31, 2017, you may not recharacterize a Xxxx XXX conversion or an employer-sponsored retirement planrolloverplan rollover.

Appears in 2 contracts

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

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Recharacterizations. If you make a contribution to a Traditional IRA XXX and later recharacterize either all or a portion of the original contribution to a Xxxx XXX along with net income attributable, you may elect to treat the original contribution as having been made to the Xxxx XXX. The same methodology applies when recharacterizing a contribution from a Xxxx XXX to a Traditional IRAXXX. For tax years beginning before January 1, 2018, if you have converted from a Traditional IRA XXX to a Xxxx XXX, or rolled over an eligible employer-employer- sponsored retirement plan to a Xxxx XXX, you may recharacterize the conversion or rollover along with the net income attributable to a Traditional IRAXXX. The deadline for completing a recharacterization is your tax filing deadline (including any extensions) for the year for which the original contribution was made or conversion or rollover completed. However, effective for tax years beginning after December 31, 2017, you may not recharacterize a Xxxx XXX conversion or an employer-employer- sponsored retirement planrolloverplan rollover.

Appears in 1 contract

Samples: www.horizontrust.com

Recharacterizations. If you make a contribution to a Traditional IRA and later recharacterize either all or a portion of the original contribution to a Xxxx XXX along with net income attributable, you may elect to treat the original contribution as having been made to the Xxxx XXX. The same methodology applies when recharacterizing recharacter- izing a contribution from a Xxxx XXX to a Traditional IRA. For tax years beginning before January 1, 2018, if you have converted from a Traditional IRA to a Xxxx XXX, or XXX you may recharacterize the conversion along with net income attributable back to a Traditional IRA. If you have rolled over an eligible employer-sponsored retirement plan to a Xxxx XXX, you may recharacterize the conversion or rollover amount along with the net income attributable to a Traditional IRA. The deadline for completing a recharacterization is your tax filing deadline (including any extensions) for the year for which the original contribution was made or conversion or rollover completedcom- pleted. However, effective for tax years beginning after December 31, 2017, you may not recharacterize a Xxxx XXX conversion or an employer-sponsored sponsered retirement planrolloverplan rollover.

Appears in 1 contract

Samples: Stifel Account

Recharacterizations. If you make a contribution to a Traditional IRA and later recharacterize either all or a portion of the original contribution to a Xxxx XXX along with net income attributable, you may elect to treat the original contribution as having been made to the Xxxx XXX. The same methodology applies when recharacterizing a contribution from a Xxxx XXX to a Traditional IRA. For tax years beginning before January 1, 2018, if you have converted from a Traditional IRA to a Xxxx XXX, or rolled over an eligible employer-sponsored retirement plan to a Xxxx XXX, you may recharacterize the conversion or rollover along with the net income attributable to a Traditional IRA. The deadline for completing a recharacterization is your tax filing deadline (including any extensions) for the year for which the original contribution was made or conversion or rollover completed. However, effective for tax years beginning after December 31, 2017, you may not recharacterize a Xxxx XXX conversion or an employer-sponsored retirement planrolloverplan rollover.

Appears in 1 contract

Samples: Plan Agreement

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