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Individual Retirement Custodial Account Agreement and Disclosure Statement TO ESTABLISH A SOUTHWEST SECURITIES INDIVIDUAL RETIREMENT ACCOUNT (IRA) Complete and sign all portions of the IRA Adoption
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2008 2012 Kansas Texas distributions Roth IRAs rollovers nondeductible AGI HSA PenServ SWST recharacterize ies includible RECHARACTERIZATIONS SIPC recharacterized Nonspouse Acct deductibility FDIC VIII Dreyfus 5305-A Nonworking reinvestment Issuer 3-year

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