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 ▇▇▇.▇▇▇.▇▇▇.
Appears in 41 contracts
Sources: Ira Prototype Plan Agreement, Ira Prototype Plan Agreement, Ira Kit 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 ▇▇▇.▇▇▇.▇▇▇.
Appears in 21 contracts
Sources: Customer Account Agreement, Individual Retirement Account Custodial Agreement, Traditional and Roth Ira Plan Agreement & Disclosure
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 ▇▇▇.▇▇▇.▇▇▇.
Appears in 11 contracts
Sources: Ira Prototype Plan Agreement, Ira Kit Agreement, Round Ira Client Agreements
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 ▇▇▇.▇▇▇.▇▇▇.
Appears in 8 contracts
Sources: Ira Kit Agreement, Ira Prototype Plan Agreement, Ira Prototype 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 ▇▇▇.▇▇▇.▇▇▇.
Appears in 6 contracts
Sources: Individual Retirement Custodial Account Agreement, Traditional and Roth Ira Plan Agreement & Disclosure, 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. 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 ▇▇▇.▇▇▇.▇▇▇.
Appears in 5 contracts
Sources: Account Agreement, Account Agreement, Account Agreement
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 ▇▇▇.▇▇▇.▇▇▇.
Appears in 3 contracts
Sources: Individual Retirement Custodial Account Agreement, 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 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 ▇▇▇.▇▇▇.▇▇▇.
Appears in 2 contracts
Sources: 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. 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 ▇▇▇www.irs. gov.▇▇▇.▇▇▇.
Appears in 1 contract
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 ▇▇▇.▇▇▇.▇▇▇.
Appears in 1 contract
Sources: Traditional and Roth Ira Plan Agreement & Disclosure
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 ▇▇▇.▇▇▇.▇▇▇.,
Appears in 1 contract
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 ▇▇▇.▇▇▇.▇▇▇.
Appears in 1 contract
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 ▇▇▇.▇▇▇.▇▇▇.
Appears in 1 contract
Sources: Roth 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 ▇▇▇.▇▇▇.▇▇▇.
Appears in 1 contract
Sources: Wealth Management 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 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 ▇▇▇.▇▇▇.▇▇▇.
Appears in 1 contract
Sources: Simplified Employee Pension (Sep) Contribution Agreement
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 ▇▇▇.▇▇▇.▇▇▇.
Appears in 1 contract
Sources: Traditional Ira Plan Agreement
Qualified Charitable Distributions. If you are age 70½ or older, you may be eligible to take tax-free Roth 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 dates, 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 ▇▇▇.▇▇▇.▇▇▇.
Appears in 1 contract
Sources: Account Agreement