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.
- Vārdšķira: noun
- Nozare/domēns: Financial services
- Category: General Finance
- Company: Bloomberg
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Autors
- Jessehe
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