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KB Term:
DirectRollover
Sigma KEE - DirectRollover
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直接翻轉
A distribution from qualified pension plan, 401(k) plan, or 403(b) plan, that is remitted directly to the trustee, custodian, or issuer of the receiving IRA and is reported to the IRS as a rollover. This can only be done once per year, per account.
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A tax-free reinvestment of a distribution from a qualified retirement plan into an IRA or other qualified plan within 60 days. Also called IRA rollover. Or more generally, a movement of funds from one investment to another.
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