Transcription of Traditional IRA Disclosure Statement
{{id}} {{{paragraph}}}
Example: stock market
Traditional IRA Disclosure Statement
Traditional individual retirement Account | 1 Disclosure and custodial Agreement Traditional IRA Disclosure Statement1. INTRODUCTION PAGE 2 Purpose of this Disclosure Statement page 2 Who can open an IRA page 2 Revoking your IRA page 22. THE ROLE OF MERRILL LYNCH PAGE 23. ABOUT YOUR IRA AND SERVICES WE PROVIDE PAGE 2 Services for your IRA page 24. DESIGNATING BENEFICIARIES PAGE 3 Types of beneficiaries page 4 Designating beneficiaries as primary or contingent page 4 Changes in family status affecting designations page 4 Tax implications of making a designation page 45. CONTRIBUTING TO YOUR IRA PAGE 4 Transfers and rollovers from another IRA page 5 Annual contributions limits page 76. ADDITIONAL INFORMATION ABOUT YOUR ACCOUNT PAGE 8 Investing your IRA assets page 8 Prohibited investments and transactions page 9 Insurance and SIPC Protection page 9 Losing your IRA s tax-deferred status page 9 Sweep arrangements for cash in your IRA page 9 Tax Communications we ll send page 107.
and benefits of your Traditional Individual Retirement Account (IRA) as well as legal and federal tax information you should know about it. In case there is a discrepancy between this Disclosure Statement and your Custodial Agreement, the Custodial Agreement is the primary document governing your IRA. WHO CAN OPEN AN IRA [2]
Loading..
Tags:
Information
Domain:
Source:
Link to this page:
Please notify us if you found a problem with this document: