Home > Term: direct rollover
direct rollover
Movement of tax-deferred retirement plan money from one qualified plan or custodian to another. No immediate tax liabilities or penalties are incurred, but there is an IRS reporting requirement.
- Kalbos dalis: noun
- Pramonės šaka / sritis: Financial services
- Category: General Finance
- Company: Bloomberg
0
Kūrėjas
- Jessehe
- 40.13% positive feedback