Common use of Deductibility of Contributions Clause in Contracts

Deductibility of Contributions. When it comes to taking a tax deduction for your Traditional IRA contribution(s) your eligibility is based on whether you and your spouse are active participants in an employer‐sponsored retirement plan, your tax return filing status, and the amount of your modified adjusted gross income (“MAGI”).

Appears in 2 contracts

Sources: Individual Retirement Account Adoption Agreement, Individual Retirement Account Adoption Agreement

Deductibility of Contributions. When it comes to taking a tax deduction for your Traditional IRA ▇▇▇ contribution(s) your eligibility is based on whether you and your spouse are active participants in an employer‐sponsored employer-sponsored retirement plan, your tax return filing status, and the amount of your modified adjusted gross income (“MAGI”).

Appears in 1 contract

Sources: Roth Individual Retirement Account Custodial Agreement