Alliancebernstein Simple Ira

12-6547-2 PRD249 4-11-2012
AllianceBernstein Variable ProductsSeries Fund, Inc. (Class B) † AllianceBernstein VPS Intermediate Bond Portfolio SIMPLE Individual Retirement Account or, to the extent permitted by law, from a direct transfer from a SIMPLE IRA. 6. ... View Doc

CalPERS Supplemental Income 457 Plan
AllianceBernstein Active Large Cap Equity Value Fund % 1H . Your payment cannot be rolled over to a SIMPLE IRA, or a Coverdell Education Savings Account (an individual retirement account or individual retirement annuity) ... Get Doc

Corrected Proposed Fair Fund Distribution Plan: Ameriprise ...
• ALLIANCEBERNSTEIN INV • DREYFUS PREMIER FUNDS • OPPENHEIMER FUNDS or a SIMPLE IRA, or (2) a Section 403(b)(7) custodial account under a program not established or maintained by an employer, whether or not ... Get Content Here

REQUEST FOR DISBURSEMENT FORM For All EQUI-VEST And EQUI-VEST ...
$____ EQ/AllianceBernstein Growth and Income TG*) $____ AXA Premier VIP High Yield (TH*) $____ EQ/AllianceBernstein Intermediate Government Securities (TI*) (Your SIMPLE IRA is a form of Traditional IRA and the 10% penalty is increased to 25% if the ... Fetch Doc

5 Questions To Ask A Potential Financial Advisor
Avoid Investment Fraud – One Simple Way To Avoid Investment Fraud; The Cost of Bad Advice; Learn What The Right Financial Advisor Will Do For You. Hiring Investment Advisors - What Will A Good Investment Advisor Do For Me; ... Read Article

EQUI-VEST AXA Equitable EQUI-VEST Processing Office EQUI-VEST ...
SIMPLE IRA or TSA), EQUI-VEST Express (Traditional and Roth IRA), EQUI-VEST Vantage or EQUI-VEST Strategies contract. All beneficiaries must % EQ/AllianceBernstein Dynamic Wealth Strategies (8P*) % EQ/Franklin Templeton Allocation (6P*) Guaranteed-Fixed ... Document Retrieval

BUSINESS REPLY MAIL
• T. Rowe Price • AllianceBernstein • Nuveen • Legg Mason • MFS • ING • Loomis IRA, SEP or Simple IRA • Tax-Free Roth 403(b), 403(b)(7), or Roth IRA • Roth must be held for 5 years and through age 59 1/2 to be tax-free. ... View This Document

Are You Saving Enough?
It’s not a Roth IRA or a SIMPLE IRA. Moving your pre-tax Traditional IRA funds into your Savings Plus account may be more advantageous to you because: and AllianceBernstein. Title: Newsline2Qtr08.pdf Author: MARTELB1 Created Date: ... Read More

Express Mail: AXA Equitable EQUI-VEST Processing Office ...
2 Funds from a SIMPLE IRA may be transferred after a 2-year period has expired since you first participated in 3 IRA refers to an individual retirement account and/or an individual retirement annuity under Internal $ EQ/AllianceBernstein Small Cap Growth (TP*) $ EQ/AXA Franklin ... View Document

Roth IRA
A simple analysis to determine if a Roth conversion makes sense for you. If it does, get ready to make the www.alliancebernstein.com 11746 IRA–3333–0707 Investments This is not, and you should not consider it to be, legal or tax advice. ... Read More

The Director / Director Access / The Director Outlook / The ...
IRA Roth IRA Custodial IRA SEP IRA SIMPLE IRA 403(b) 401(a) 401(k) Other: _____ California Senior Protection Program _____% AllianceBernstein Global Research Growth Portfolio 1 _____% AllianceBernstein International Value Portfolio 1 ... Content Retrieval

AllianceBernstein SIMPLE IRA
Knowing More. Using Knowledge Better.SM SIMPLE Individual Retirement Account Regular Mail AllianceBernstein Investor Services c/o DST Retirement Solutions ... Retrieve Doc

IIA Application - NY
Non-Qualified Traditional IRA Roth IRA Rollover IRA SEP IRA SIMPLE IRA 401(k) TSA 403(b) 401(a) (Please indicate type of _____% AllianceBernstein Real Estate Investment Portfolio _____% AllianceBernstein Value Portfolio ... Fetch Content

SUPPLEMENT DATED MAY 29, 2009 TO PROSPECTUS DATED MAY 1, 2009 ...
AllianceBernstein Variable Products Series Fund, Inc. (Class B) • AllianceBernstein VPS Intermediate Bond Portfolio • AllianceBernstein VPS International Value Portfolio DEFERRED FIXED AND VARIABLE ANNUITY IRA, ROTH IRA AND SIMPLE IRA ... Fetch Document

Express Mail: EQUI-VEST Syracuse, N.Y. 13202 Regular Mail ...
$ Q/AllianceBernstein Dynamic Wealth E Strategies (8P*) $ Q/Franklin TempleE ton Allocation (6P*) Bonds $ /Core BEQ ond Index (96*) $ Q/Global Bond PLUS (47E *) (Your SIMPLE IRA is a form of traditional IRA and the 10% penalty is ... Fetch Full Source

Easy Enrollment CHILD DEVELOPMENT SERVICES 403(B) PLAN
AllianceBernstein / Westwood LargeCap Value III R2 Fund _____% Qualified Plan (pre-tax contributions)SIMPLE IRA401(a) Qualified Plan You may rollover a distribution from an IRA into an eligible retirement plan other than an IRA if part of the rollover is considered to come first from ... Get Doc

Life Isn’t Always simple. Investing In It Can Be.
Professionals at AllianceBernstein. IRA investments, savings accounts, and interests in other qualified and non-qualified plans) in addition to this plan. AN INVESTMENT STRATEGY THAT LASTS A LIFETIME • In one simple step, ... Fetch Content

Express Mail: EQUI-VEST® Syracuse, N.Y. 13202 One-Time ...
EQ/AllianceBernstein Small Cap Growth (TP*) % % % EQ/AXA Franklin Small Cap Value Core (6E*) SIMPLE IRA, Corporate Trusteed and KEOGH (Series 100-500) EQUI-VEST TSA and EDC 4B. ... Document Viewer

SIMPLE IRA Distribution Form
SIMPLE Individual Retirement Account  Please print clearly in blue or black ink.  Keep a completed copy for your records.  Send completed and signed form to AllianceBernstein Investor Services, Inc., c/o DST Retirement Solutions, ... Read Document

Merrill Lynch Investor Choice Annuity IRA Series
Through an established IRA, Roth IRA, SIMPLE IRA, or SEP IRA custodial account with Merrill Lynch, Pierce, Fenner & Smith Incorporated (“MLPF&S”). The AllianceBernstein Trust Allianz Funds BlackRock Basic Value Fund, Inc. BlackRock Bond Fund, Inc. ... Document Viewer