Sentences with phrase «eligible retirement plans»

Another option is to roll it over into an IRA or other eligible retirement plan.

In addition to allowing the use of the standard deduction for these losses, the law also allows for special treatment of qualified disaster distributions from eligible retirement plans including:

The Funds are available for investment only by eligible retirement plans and entities as more fully described in the Funds» Declaration of Trust.

Legg Mason's new credit collective investment fund (CIF), sub-advised by Western Asset, is designed to allow eligible retirement plans the efficiency and flexibility to better align assets with their liabilities.

As for your Thrift Savings Plan account, you can transfer your funds (your contributions, Agency Matching contributions, and, if vested, the Agency Automatic (1 %) Contributions) to an Individual Retirement Arrangement (IRA) or other eligible retirement plan.

The Funds are available for investment only by eligible retirement plans and entities as more fully described in the Funds» Declaration of Trust.

Years of service buy backs can be paid in a lump sum, with installment payments or by direct trustee - to - trustee rollovers from another eligible retirement plan.

Your retirement savings for the year must be made to an eligible retirement plan.

Eligible retirement plans may invest in the VT PLUS Fund or the VT Vantagepoint Funds, which are funds of VantageTrust.

Pre-tax assets that are converted from a Traditional IRA or another eligible retirement plan to a Roth IRA are treated as a taxable distribution and are subject to ordinary income tax rates in the year of the conversion.

Balances from an eligible retirement plan, such as a 401 (a), 401 (k), 403 (b), 457 (b), traditional IRA or Federal Employees Thrift Savings Plan, may be rolled over.

Also, your contributions and attributable earnings, Agency Matching Contributions and attributable earnings, and if vested, the Agency Automatic (1 %) Contributions and attributable earnings, in your Thrift Savings Plan account can be transferred to an Individual Retirement Arrangement or other eligible retirement plan.

If you transfer all or any portion of the payment (s) to an IRA or other eligible retirement plan, the amount transferred is not taxable income when it is transferred (it becomes taxable income when it is disbursed from the plan to which it was transferred) and, consequently, is not subject to early withdrawal penalty tax.

If you transfer all or any portion of your Thrift Savings Plan account balance to an Individual Retirement Arrangement or other eligible retirement plan, you do not pay taxes on the funds transferred when they are transferred.

You will, however, be subject to applicable taxes when you withdraw your funds from the Individual Retirement Arrangement or other eligible retirement plan.

However, a special rule treats a distribution you roll over into an eligible retirement plan as including only otherwise taxable amounts if the amount you either leave in your IRAs or do not roll over is at least equal to your basis.

The effect of this special rule is to make the amount in your traditional IRAs that you can roll over to an eligible retirement plan as large as possible.