Common use of Rollovers and Conversions Clause in Contracts

Rollovers and Conversions. Your IRA may be rolled over to another IRA of yours, or may receive rollover contributions. Your Traditional IRA or SIMPLE IRA may be converted to a ▇▇▇▇ ▇▇▇, provided that all of the applicable rollover and conversion rules are followed. Rollover is a term used to describe a movement of cash or other property to your IRA from another IRA, or from your employer’s qualified retirement plan, 403(a) annuity plan, 403(b) tax-sheltered annuity, or 457(b) eligible governmental deferred compensation plan, or federal Thrift Savings Plan to your IRA. Conversion is a term used to describe the movement of Traditional or SIMPLE IRA assets to a ▇▇▇▇ ▇▇▇. A conversion and employer-sponsored retirement plan rollover to a ▇▇▇▇ ▇▇▇ is generally a taxable event. The general rollover and conversion rules are summarized below. These transactions are often complex. If you have any questions regarding a rollover or conversion, please see a competent tax advisor.

Rollovers and Conversions. Your IRA may be rolled over to another IRA IRA, SIMPLE IRA, or an eligible employer-sponsored retirement plan of yours, or may receive rollover contributions. Your Traditional IRA , or SIMPLE IRA may be converted to a ▇▇▇▇ ▇▇▇, provided that all of the applicable rollover and conversion rules are followed. Rollover is a term used to describe a movement of cash or other property to your IRA from another IRA, or from your employer’s qualified retirement plan, 403(a) annuity planannuity, 403(b) tax-tax- sheltered annuity, or 457(b) eligible governmental deferred compensation plan, or federal Thrift Savings Plan Plan. The amount rolled over is not subject to your IRAtaxation or the additional 10 percent early distribution penalty tax. Conversion is a term used to describe the movement of Traditional or SIMPLE IRA assets to a ▇▇▇▇ ▇▇▇. A conversion and employer-sponsored retirement plan rollover to a ▇▇▇▇ ▇▇▇ generally is generally a taxable event. The general rollover and conversion rules are summarized below. These transactions are often complex. If you have any questions regarding a rollover or conversion, please see a competent tax advisor.

Rollovers and Conversions. Your IRA may be rolled over to another IRA IRA, SIMPLE IRA, or an eligible employer-sponsored retirement plan of yours, or may receive rollover contributions. Your Traditional IRA , or SIMPLE IRA may be converted to a ▇▇▇▇ ▇▇▇, provided that all of the applicable rollover and conversion rules are followed. Rollover is a term used to describe a movement of cash or other property to your IRA from another IRA, or from your employer’s qualified retirement plan, 403(a) annuity planannuity, 403(b) tax-sheltered annuity, or 457(b) eligible governmental deferred compensation plan, or federal Thrift Savings Plan Plan. The amount rolled over is not subject to your IRAtaxation or the additional 10 percent early distribution penalty tax. Conversion is a term used to describe the movement of Traditional or SIMPLE IRA assets to a ▇▇▇▇ ▇▇▇. A conversion and employer-sponsored retirement plan rollover to a ▇▇▇▇ ▇▇▇ generally is generally a taxable event. The general rollover and conversion rules are summarized below. These transactions are often complex. If you have any questions regarding a rollover or conversion, please see a competent tax advisor.

Rollovers and Conversions. Your IRA may be rolled over to another IRA IRA, SIMPLE IRA, or an eligible employer-sponsored retirement plan of yours, or may receive rollover contributions. Your Traditional IRA , or SIMPLE IRA may be converted to a ▇▇▇▇ ▇▇▇, provided that all of the applicable rollover and conversion rules are followed. Rollover is a term used to describe a movement of cash or other property to your IRA from another IRA, or from your employer’s qualified retirement plan, 403(a) annuity planannuity, 403(b) tax-sheltered annuity, or 457(b) eligible governmental deferred compensation plan, or federal Thrift Savings Plan Plan. The amount rolled over is not subject to your IRAtaxation or the additional 10 percent early distribution penalty tax. Conversion is a term used to describe the movement of Traditional or SIMPLE IRA assets to a ▇▇▇▇ ▇▇▇. A conversion and employer-sponsored retirement plan rollover to a ▇▇▇▇ ▇▇▇ generally is generally a taxable event. The general rollover and conversion rules are summarized below. These transactions are often complex. If you have any questions regarding a rollover or conversion, please see pleasesee a competent tax advisor.

Rollovers and Conversions. Your IRA ▇▇▇ may be rolled over to another IRA ▇▇▇, SIMPLE ▇▇▇, or an eligible employer-sponsored retirement plan of yours, or may receive rollover contributions. Your Traditional IRA , or SIMPLE IRA may be converted to a ▇▇▇▇ ▇▇▇, provided that all of the applicable rollover and conversion rules are followed. Rollover is a term used to describe a movement of cash or other property to your IRA ▇▇▇ from another IRA▇▇▇, or from your employer’s qualified retirement plan, 403(a) annuity planannuity, 403(b) tax-tax- sheltered annuity, or 457(b) eligible governmental deferred compensation plan, or federal Thrift Savings Plan Plan. The amount rolled over is not subject to your IRAtaxation or the additional 10 percent early distribution penalty tax. Conversion is a term used to describe the movement of Traditional or SIMPLE IRA ▇▇▇ assets to a ▇▇▇▇ ▇▇▇. A conversion and employer-sponsored retirement plan rollover to a ▇▇▇▇ ▇▇▇ generally is generally a taxable event. The general rollover and conversion rules are summarized below. These transactions are often complex. If you have any questions regarding a rollover or conversion, please see a competent tax advisor.

Rollovers and Conversions. Your IRA may be rolled over to another an IRA of yours, or may receive rollover contributions. Your Traditional IRA or SIMPLE IRA may be converted to a ▇▇▇▇ ▇▇▇, provided that all of the applicable rollover and conversion rules are followed. Rollover is a term used to describe a tax-free movement of cash or other property to your IRA from another IRAany of your IRAs of the same type, or from your employer’s qualified retirement plan, 403(a) annuity plan, 403(b) tax-sheltered annuity, or 457(b) eligible governmental deferred compensation plan, or federal Thrift Savings Plan plan to your Traditional IRA. Conversion is a term used to describe the movement of Traditional or SIMPLE IRA assets to a ▇▇▇▇ ▇▇▇. A conversion and employer-sponsored retirement plan rollover to a ▇▇▇▇ ▇▇▇ is generally a taxable event. The general rollover and conversion rules are generally summarized below. These transactions are often complex. If you have any questions regarding a rollover or conversion, please see a competent tax advisor.

Rollovers and Conversions. Your IRA may be rolled over to another IRA IRA, SIMPLE IRA, or an eligible employer‐sponsored retirement plan of yours, or may receive rollover contributions. Your Traditional IRA , or SIMPLE IRA may be converted to a ▇▇▇▇ ▇▇▇, provided that all of the applicable rollover and conversion rules are followed. Rollover is a term used to describe a movement of cash or other property to your IRA from another IRA, or from your employer’s qualified retirement plan, 403(a) annuity planannuity, 403(b) tax-tax‐ sheltered annuity, or 457(b) eligible governmental deferred compensation plan, or federal Thrift Savings Plan Plan. The amount rolled over is not subject to your IRAtaxation or the additional 10 percent early distribution penalty tax. Conversion is a term used to describe the movement of Traditional or SIMPLE IRA assets to a ▇▇▇▇ ▇▇▇. A conversion and employer-sponsored retirement plan rollover to a ▇▇▇▇ ▇▇▇ generally is generally a taxable event. The general rollover and conversion rules are summarized below. These transactions are often complex. If you have any questions regarding a rollover or conversion, please see a competent tax advisor.

Rollovers and Conversions. Your IRA ▇▇▇ may be rolled over to another IRA ▇▇▇ of yours, or may receive rollover contributions. Your Traditional IRA ▇▇▇ or SIMPLE IRA ▇▇▇ may be converted to a ▇▇▇▇ ▇▇▇, provided that all of the applicable rollover and conversion rules are followed. Rollover is a term used to describe a movement of cash or other property to your IRA ▇▇▇ from another IRA▇▇▇, or from your employer’s qualified retirement plan, 403(a) annuity plan, 403(b) tax-sheltered annuity, or 457(b) eligible governmental deferred compensation plan, or federal Thrift Savings Plan to your IRA▇▇▇. Conversion is a term used to describe the movement of Traditional or SIMPLE IRA ▇▇▇ assets to a ▇▇▇▇ ▇▇▇. A conversion and employer-sponsored retirement plan rollover to a ▇▇▇▇ ▇▇▇ is generally a taxable event. The general rollover and conversion rules are summarized below. These transactions are often complex. If you have any questions regarding a rollover or conversion, please see a competent tax advisor.

Rollovers and Conversions. Your IRA may be rolled over to another IRA IRA, SIMPLE IRA, or an eligible employer‐sponsored retirement plan of yours, or may receive rollover contributions. Your Traditional IRA , or SIMPLE IRA may be converted to a ▇▇▇▇ ▇▇▇, provided that all of the applicable rollover and conversion rules are followed. Rollover is a term used to describe a movement of cash or other property to your IRA from another IRA, or from your employer’s qualified retirement plan, 403(a) annuity planannuity, 403(b) tax-sheltered tax‐sheltered annuity, or 457(b) eligible governmental deferred compensation plan, or federal Thrift Savings Plan Plan. The amount rolled over is not subject to your IRAtaxation or the additional 10 percent early distribution penalty tax. Conversion is a term used to describe the movement of Traditional or SIMPLE IRA assets to a ▇▇▇▇ ▇▇▇. A conversion and employer-sponsored retirement plan rollover to a ▇▇▇▇ ▇▇▇ generally is generally a taxable event. The general rollover and conversion rules are summarized below. These transactions are often complex. If you have any questions regarding a rollover or conversion, please see a competent tax advisor.

Rollovers and Conversions. Your IRA may be rolled over to another IRA IRA, SIMPLE IRA, or an eligible employer-sponsored retirement plan of yours, or may receive rollover contributions. Your Traditional IRA , or SIMPLE IRA may be converted to a ▇▇▇▇ ▇▇▇, provided that all of the applicable rollover and conversion rules are followed. Rollover is a term used to describe a movement of cash or other property to your IRA from another IRA, or from your employer’s qualified retirement plan, 403(a) annuity planannuity, 403(b) tax-sheltered annuity, or 457(b) eligible governmental govern- mental deferred compensation plan, or federal Thrift Savings Plan Plan. The amount rolled over is not subject to your IRAtaxation or the additional 10 percent early distribution penalty tax. Conversion is a term used to describe the movement of Traditional or SIMPLE IRA assets to a ▇▇▇▇ ▇▇▇. A conversion and employer-sponsored retirement plan rollover to a ▇▇▇▇ ▇▇▇ generally is generally a taxable event. The general rollover and conversion rules are summarized below. These transactions are often complex. If you have any questions regarding a rollover or conversion, please see a competent tax advisor.

Rollovers and Conversions. Your IRA may be rolled over to another IRA IRA, SIMPLE IRA, or an eligible employer-sponsored retirement plan of yours, or may receive rollover roll- over contributions. Your Traditional IRA , or SIMPLE IRA may be converted to a ▇▇▇▇ ▇▇▇, provided that all of the applicable appli- cable rollover and conversion rules are followed. Rollover is a term used to describe a movement of cash or other property to your IRA from another IRA, or from your employer’s qualified retirement plan, 403(a) annuity planannuity, 403(b) tax-sheltered annuity, or 457(b) eligible governmental deferred compensation plan, or federal Thrift Savings Plan Plan. The amount rolled over is not subject to your IRAtaxation or the additional 10 percent early distribution penalty tax. Conversion is a term used to describe the movement of Traditional or SIMPLE IRA assets to a ▇▇▇▇ ▇▇▇. A conversion and employer-sponsored retirement plan rollover to a ▇▇▇▇ ▇▇▇ generally is generally a taxable event. The general rollover and conversion rules are summarized below. These transactions are often complex. If you have any questions regarding a rollover or conversion, please see a competent tax advisor.