TRADITIONAL AND ROTH SELF-DIRECTED INDIVIDUAL RETIREMENT ACCOUNT

If the Designated Beneficiary is someone other than the Traditional IRA Holder’s surviving spouse, the entire interest will be distributed, starting by the end of the calendar

You may roll over a payment from a designated Roth account to either a Roth IRA (a Roth individual retirement account or Roth individual retirement annuity) or a designated Roth

However, when you take a distribution, the amounts you contributed annually to any Roth IRA and any military death gratuity or Servicemembers’ Group Life Insurance (SGLI)

You  may  correct  a  conversion  made  in  error  by  recharacterizing  the  conversion.  A  conversion  is  recharacterized  by  transferring  the  conversion 

If the Traditional IRA Owner’s sole Designated Beneficiary is the Traditional IRA Owner’s surviving spouse, the entire interest will be distributed, starting by the end of the

23.  In  the  event  any  asset  or  property  held  in  the  custodial  account  (or  any  asset  or  property  previously  subject  to  the  operation  of 

If the sole designated beneficiary is the surviving spouse of the Individual, the balance of the Account must be distributed to the surviving spouse over a period not extending

• If I have indicated a Conversion, Transfer or a Rollover of an existing Traditional IRA or an employer’s qualified retirement plan (other than a designated Roth account), to a