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  Rollover

Sigma KEE - Rollover

A B C D E F G H I J K L M N O P Q R S T U V W X Y Z
Rollover
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.
Relationships      
Parents financial transaction A Transaction where an instance of FinancialInstrument is the subject of the action, and often is exchanged for something else.
Children DirectRolloverA 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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