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How and when does money leave an IRA?
This material is intended as general information only and is not intended as legal or tax advice. Some of this information may be quite complex and we strongly suggest you consult with your advisor or tax professional based on your individual situation.
1 A "family member," for purposes of a Coverdell ESA, includes the beneficiary and any of the following who are under age 30, or who are Special Needs Students, regardless of age: the beneficiary's spouse, the beneficiary's children and their descendants, the beneficiary's stepchildren, the beneficiary's siblings and their children, the beneficiary's step-siblings, parents and grandparents, the beneficiary's nieces, nephews, aunts and uncles, the beneficiary's stepparents, sons and daughters-in-law, parents-in-law and brothers or sisters-in-law, and spouses of all the foregoing, and first cousins (but not the spouse of a first cousin).
Lord Abbett will waive (or otherwise pay) the yearly $10.00 custodial fee that would be charged each year on an ongoing basis to every new IRA account and, therefore, will not assess a custodial account fee effective in 2013 or any year afterward. Fund level fees and expenses are still applicable. Please see the current prospectus.