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. If you have converted from a Traditional IRA to a Xxxx XXX you may recharacterize the conversion along with net income attributable back to the Traditional IRA. If you have rolled over an eligible employer-sponsored retirement plan to a Xxxx XXX, you may recharacterize the rollover amount along with 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 completed.

Appears in 10 contracts

Samples: lightstonecapitalmarkets.com, www.mktgwebdev.com, www.mktgwebdev.com

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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. If you have converted from a Traditional IRA XXX to a Xxxx XXX you may recharacterize the conversion along with net income attributable back to the a Traditional IRAXXX. If you have rolled over an eligible employer-employer‐ sponsored retirement plan to a Xxxx XXX, you may recharacterize the rollover amount along with 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.

Appears in 4 contracts

Samples: Individual Retirement Custodial Account Agreement, Individual Retirement Custodial Account 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. If you have converted from a Traditional IRA XXX to a Xxxx XXX you may recharacterize the conversion along with net income attributable back to the a Traditional IRAXXX. If you have rolled over an eligible employer-sponsored retirement plan to a Xxxx XXX, you may recharacterize the rollover amount along with 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.

Appears in 3 contracts

Samples: jhdarbie.com, www.southeastinvestmentsnc.com, nmsadvisors.com

Recharacterizations. If you make a contribution to a Traditional Tradition- al IRA and later recharacterize either all or a portion of the original origi- nal 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. If you have converted from a Traditional IRA to a Xxxx XXX you may recharacterize the conversion along with net income attributable back to the a Traditional IRA. If you have rolled over an eligible employer-sponsored retirement plan to a Xxxx XXX, you may recharacterize the rollover amount along with 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.

Appears in 2 contracts

Samples: www.stifel.com, 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. If you have converted from a Traditional IRA to a Xxxx XXX you may recharacterize the conversion along with net income attributable back to the a Traditional IRA. If you have rolled over an eligible employer-employer‐ sponsored retirement plan to a Xxxx XXX, you may recharacterize the rollover amount along with 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.

Appears in 1 contract

Samples: Individual Retirement Custodial Account 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. If you have converted from a Traditional IRA to a Xxxx XXX you may recharacterize the conversion along with net income attributable back to the a Traditional IRA. If you have rolled over an eligible employer-employer- sponsored retirement plan to a Xxxx XXX, you may recharacterize the rollover amount along with 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.

Appears in 1 contract

Samples: 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. If you have converted from a Traditional IRA XXX to a Xxxx XXX you may recharacterize the conversion along with net income attributable back to the a Traditional IRAXXX. If you have rolled over an eligible employer-employer- sponsored retirement plan to a Xxxx XXX, you may recharacterize the rollover amount along with 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.

Appears in 1 contract

Samples: 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. If you have converted from a Traditional IRA XXX to a Xxxx XXX you may recharacterize the conversion along with net income attributable back to the a Traditional IRAXXX. If you have rolled over an eligible employer-sponsored employer‐sponsored retirement plan to a Xxxx XXX, you may recharacterize the rollover amount along with 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.

Appears in 1 contract

Samples: Account Agreement

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