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Rollover
Definition 1
A tax-free Reinvestment of a distribution from a Qualified retirement plan into an IRA or other Qualified plan within a specific time frame, usually 60 days. These transfers can happen when leaving a job at an employer who offered a retirement plan such as a 401(k). The company can issue a Check for the amount minus 20% in withheld taxes. To avoid this Penalty , the Rollover must be done trustee to trustee, meaning that the Check is made out to the new trustee or custodian of the Rollover IRA. The company will provide the Check and the participant must deposit the Check into the new Account within 60 days. also called IRA rollover .
Definition 2
More generally, a Movement of funds from one investment to another.
Related Terms: 24
Account , Check , Call , ECI , Fund , FRA , FIN , IRA rollover , Mean , Movement , Offer , OID , Penalty , Qualified retirement plan , Qualified , Retire , Reinvestment , Rollover , Rally , Sue , Transfer , Tax , Trust , Void
Semi Related Terms: 841 CLICK HERE TO VIEW
10-Q ,
10-K ,
12b-1 funds ,
401(k) plan ,
403(b) plan ,
457 plan ,
30-day wash rule ,
Account ,
Account statement ,
Allowance for depreciation ,
Account aggregation ,
Account balance ,
Active account ,
Alternate account ,
Asset management account ,
Automatic Funds Transfer ,
Above par ,
Accrual of discount ,
After-tax basis ,
Amortization of premium ,
At par ,
Account executive ,
All or any part ,
At best ,
At call ,
Accumulated earnings tax ,
Automatic reinvestment plan ,
All-risks coverage ,
At risk ,
Add-on service ,
Abstract of title ,
Action to quiet title ,
As is ,
Assignment to creditors ,
Attorney in fact ,
Assignment of mortgage ,
Aggressive growth fund ,
A shares ,
Asset allocation fund ,
Automatic investment plan ,
At the money ,
Active participant ,
After-tax contributions ,
Age-weighted plan ,
Across the board ,
Additional paid-in capital ,
Abusive tax shelter ,
Ad valorem ,
After-tax ,
Alternative Minimum Tax ,
Amount recognized ,
Arithmetic mean ,
Against the box ,
At the bell ,
At the close ,
At the figure ,
At the full ,
At the market ,
At the opening order ,
Automated Pricing and Reporting System ,
Away from the market ,
Below the line ,
Books of final entry ,
Books of original entry ,
Bank holding company ,
Banking Act of 1933 ,
Bank Trust Department ,
Blank check ,
Bounced check ,
Balanced fund ,
Below par ,
Bid-to-cover ratio ,
Blend fund ,
Bond fund ,
Bureau of Public Debt ,
Brought over the wall ,
Buying on margin ,
Buy minus ,
Buy minus order ,
Buy on close ,
Buy on opening ,
Buy the book ,
Balance of payments ,
Board of Governors ,
Breaking the syndicate ,
Bill of exchange ,
Bill of sale ,
Breach of trust ,
By the book ,
Bailing out ,
Blitzkrieg tender offer ,
B shares ,
Buy and write ,
Balanced investment strategy ,
Back taxes ,
Before-tax income ,
Break-even tax rate ,
Blow-off top ,
Breadth-of-market theory ,
Beat the gun ,
Cancelled check ,
Capital investment ,
Contra account ,
Cost Of Goods Sold ,
Cost of sales ,
Central assets account ,
Certified check ,
Check ,
Checking account ,
Clearinghouse funds ,
Custodial account ,
Call ,
Call date ,
Called away ,
Called bond ,
Call price ,
Call protection ,
Call risk ,
Certificate of Participation ,
Collateral trust certificate ,
Committee on Uniform Securities Identification Procedures ,
Corporate trust ,
Current issue ,
Call money rate ,
Cash account ,
Closed out ,
Code of procedure ,
Capitalization of income ,
Capital account ,
Cost of Living Adjustment ,
Cost-of-living index ,
Council of Economic Advisers ,
Current account ,
Cash and carry trade ,
Chasing the market ,
Cheapest to deliver ,
Chicago Board of Trade ,
Cost-of-living rider ,
Capital gains distribution ,
Certificate of stock ,
Closely held ,
Cost of carry ,
Certificate of title ,
Contract for deed ,
Cancellation of debt ,
Cash-out refinancing ,
Certificate of Claim ,
Cost of debt capital ,
Cost of funds ,
Crowding out ,
Controlled company ,
Creeping tender offer ,
Capital appreciation fund ,
Clone fund ,
Closed-end fund ,
Closed-end investment company ,
Closed fund ,
Collective trust ,
Crossover fund ,
C shares ,
Call option ,
Call ratio backspread ,
Call swaption ,
Class of options ,
Close to the money ,
Covered call ,
Certificate of Occupancy ,
Cloud on title ,
Cafeteria plan ,
Cash-balance plan ,
Cash or Deferred Arrangement ,
Collectively bargained plan ,
Class A Shares ,
Class B Shares ,
Crash of 1929 ,
Crash of 1987 ,
Constant dollar plan ,
Capital gains tax ,
Child and dependent care credit ,
Consolidated tax return ,
Coefficient of determination ,
Cup and handle ,
Certificate of delivery ,
Close a position ,
Close out ,
Cornering the market ,
Curbs in ,
Curbs out ,
Days payable ,
Days Sales Outstanding ,
Deferred tax ,
Demand deposit ,
Deposit in transit ,
Deposit multiplier ,
Deposit slip ,
Direct deposit ,
Drawing account ,
Date of issue ,
Date of payment ,
Distribution date ,
Day loan ,
Day order ,
Discretionary account ,
Division of Enforcement ,
Division of Investment Management ,
Division of Market Regulation ,
Do Not Reduce ,
Date of record ,
Distribution period ,
Dividend in arrears ,
Dividend Reinvestment Plan ,
Dividend rollover plan ,
Desk (the) ,
Division of labor ,
Distribution stock ,
De-escalation clause ,
De facto ,
Discretionary trust ,
Doing business as ,
Durable Power of Attorney ,
Date of maturity ,
Debtor in possession ,
Debtor-in-possession financing ,
Debt retirement ,
Deed of Release ,
Deed of Trust ,
Discharge of bankruptcy ,
Discharge of lien ,
Due-on-sale clause ,
Dual-purpose fund ,
Deep in the money ,
Deep out of the money ,
Deed of Surrender ,
Department of Housing and Urban Development ,
Deferred account ,
Defined benefit plan ,
Defined contribution plan ,
Direct rollover ,
Direct transfer ,
Defensive investment strategy ,
Dogs of the Dow ,
Day trade ,
Day trader ,
Depth of market ,
Electronic Funds Transfer ,
Eurodollar certificate of deposit ,
Escrowed to maturity ,
External funds ,
Either-or order ,
Effective par ,
ECI ,
Employer Cost Index ,
E-mini ,
Exchange for futures ,
Exchange for physical ,
Exchange of spot ,
Effective tax rate ,
Employee Stock Purchase Plan ,
Ex-all ,
Enhanced index fund ,
Environmental fund ,
Equity fund ,
Exchange fund ,
Expiration time ,
Estate tax ,
Early withdrawal penalty ,
Education IRA ,
Employee Retirement Income Security Act of 1974 ,
Excess distribution ,
Earned income tax credit ,
Estimated tax ,
Excess profits tax ,
Excise tax ,
Exchange distribution ,
First In First Out ,
Form 10-Q ,
Federal Deposit Insurance Corporation ,
Federal funds ,
Federal Savings and Loan Association ,
Fed funds ,
Frozen account ,
Face-amount certificate ,
First call date ,
Flight to quality ,
Flow of funds ,
Free bond ,
Federal Call ,
Fill or kill ,
Free riding ,
Front-ending an order ,
Fund supermarket ,
Forward P/E ,
Factors of production ,
Favorable balance of trade ,
Free enterprise ,
Free market ,
Free market price ,
Free trade ,
First notice day ,
Foreign direct investment ,
Face amount ,
Fee-for-service ,
Form 8-K ,
Form S-1 ,
Friends and family offering ,
Fully distributed issue ,
Fund ,
Finance company ,
FRA ,
Full faith and credit ,
Family of funds ,
Focused fund ,
Fund family ,
Fund manager ,
Fund of funds ,
Free and clear ,
Flexible benefit plan ,
Flexible spending account ,
Frozen plan ,
Fixed investment trust ,
Free float ,
Free right of exchange ,
Federal ID Number ,
Federal Tax Identification Number ,
Federal tax lien ,
FIN ,
Flat tax ,
Franchise tax ,
Free delivery ,
Generally Accepted Accounting Principles ,
General Obligation Bond ,
Guaranteed Investment Contract ,
General account ,
General Securities Representative Examination ,
G-7 ,
General Accounting Office ,
General Agreement on Tariffs and Trade ,
G-8 ,
Global fund ,
General lien ,
General mortgage ,
Growth and income fund ,
Growth fund ,
Ginnie Mae trust ,
Group IRA ,
Gather in the stops ,
Generation-skipping transfer ,
Gift tax ,
Hart-Scott-Rodino Act of 1976 ,
Hit the bid ,
House account ,
House call ,
House of issue ,
Health Insurance Portability and Accountability Act ,
Holding company ,
Hot issue ,
Holder in due course ,
Hang out loan ,
Home equity line of credit ,
HUD-1 statement ,
Hedge fund ,
Hidden tax ,
Head and shoulders ,
Hammering the market ,
Held at the opening ,
Holding the market ,
Horizontal price movement ,
Investment flows ,
Inactive account ,
Insured account ,
In escrow ,
Investment bill ,
Investment-grade bond ,
Investment letter ,
Investment security ,
Investment value ,
Issue date ,
In-house ,
Investment Advisor Act of 1940 ,
Investment bank ,
Investment banker ,
Investment Bankers Association ,
Investment banking ,
Investment banking group ,
Investment Company Act of 1940 ,
In line ,
Income distribution ,
International Monetary Fund ,
Investment multiplier ,
Individual policy pension trust ,
Insider Trading sanctions Act of 1984 ,
Internal Rate of Return ,
Indication of interest ,
In intestacy ,
Inter vivos trust ,
In play ,
In-process research and development ,
Income fund ,
Index fund ,
Institutional fund ,
International fund ,
Investment company ,
Investment fund ,
Investment objective ,
Investment policy ,
Investment trust ,
I/O strip ,
Inheritance tax ,
Investment property ,
In-service withdrawal ,
IRA rollover ,
Investment philosophy ,
Individual tax return ,
Imbalance of orders ,
In and out ,
In sympathy ,
In the tank ,
Joint account ,
Jointly and severally ,
Jumping the gun ,
Joint will ,
Joint and several liability ,
Joint and survivor annuity ,
Joint Stock Company ,
Joint tax return ,
Knock-out option ,
Keogh Plan ,
Last In First Out ,
Lender of last resort ,
Law day ,
Law of one price ,
Lending at a rate ,
Limit-on-close order ,
Law of demand ,
Law of supply ,
Last trading day ,
Limit move ,
London International Financial Futures and Options Exchange ,
Limited company ,
London Inter-Bank Offer Rate ,
Lump sum distribution ,
Letter of comment ,
Living trust ,
Living will ,
Line of credit ,
Loan-to-cost ,
Loan-to-value ,
Lock-in ,
Lifecycle fund ,
Load fund ,
Leading the market ,
Limited Liability Company ,
Locked in ,
Long-term gain or loss ,
Luxury tax ,
Lognormal distribution ,
Level I quotes ,
Mutual company ,
Minus yield ,
Municipal bond fund ,
Municipal investment trust ,
Muni fund ,
Maintenance call ,
Make a market ,
Managed account ,
Margin account ,
Margin call ,
Market if touched order ,
Market on close order ,
Mark-to-market ,
May Day ,
Medium of exchange ,
Marginal propensity to consume ,
Money at call ,
Management company ,
Mutual fund ,
Mutual fund custodian ,
Mutual fund symbol ,
Matching funds ,
Minimum distribution ,
Mean ,
Mean return ,
Minus tick ,
Mixed account ,
Movement ,
Net investment ,
Negotiable certificate of deposit ,
Negotiable Order of Withdrawal ,
Nostro account ,
New York Stock Exchange ,
Notice of Sale ,
National Association of Securities Dealers ,
National Association of Securities Dealers Automated Quotations system ,
No limit order ,
No quote ,
New York Futures Exchange ,
No-Fault ,
New issue ,
No-Action Letter ,
Nondiscretionary trust ,
Null and void ,
No-lien affidavit ,
Notice of Default ,
Notional principal amount ,
No-load ,
Non-resident alien tax ,
Naked call ,
Non-qualified stock option ,
National Association of Real Estate Investment Trusts ,
Non-investment property ,
Non-contributory plan ,
Non-insured plan ,
Nonperiodic distribution ,
Non-qualified retirement plan ,
Normal retirement age ,
No-load stock ,
Normal distribution ,
New high ,
Next Day Settlement ,
No book ,
Off-balance-sheet financing ,
Off the books ,
One time charge ,
Other current assets ,
Other long term liabilities ,
Office of Thrift Supervision ,
Offer ,
OID ,
Original Issue Discount ,
Out-of-favor ,
Over-the-Counter ,
Off-floor order ,
On-floor order ,
On margin ,
Option account ,
Or better ,
Other income ,
Omnibus account ,
Offshore company ,
One-share one-vote rule ,
Original issue stock ,
Opinion of title ,
On account ,
On-the-spot loan ,
Open-end fund ,
Open-end management company ,
Option income fund ,
Out of the money ,
Old age, survivors, and disability insurance ,
On-balance volume ,
Off-board ,
On close ,
One man picture ,
On open ,
On the opening ,
Pooling of interests ,
Pre-tax profit margin ,
Profit and loss statement ,
Pro forma ,
Penalty ,
Par bond ,
Payment-in-kind security ,
Premium over bond value ,
Premium over conversion value ,
Price Value of a Basis Point ,
Provisional call feature ,
Payment for order flow ,
P&L ,
Provision for income taxes ,
Periodic payment plan ,
Public company ,
Pour-over will ,
Power of Attorney ,
Prepayment penalty ,
Principal amount ,
Prioritization of debt ,
Pooled fund ,
Prime rate fund ,
Publicly-traded fund ,
Pure index fund ,
Property tax ,
Pension fund ,
Pension plan ,
Plan asset ,
Plan sponsor ,
Premature distribution ,
Prototype plan ,
Paid-in capital ,
Paid-in surplus ,
Participating trust ,
Percent held by institutions ,
Private company ,
Private Investment in Public Equity ,
Publicly held ,
Preservation of capital ,
Progressive tax ,
Proportional tax ,
Point-and-figure chart ,
Probability distribution ,
Painting the tape ,
Priced out ,
Put/call ratio ,
Qualified institutional investor ,
Qualified retirement plan ,
Qualified trust ,
Qualified ,
Reports and Records ,
Return of capital ,
Return on Capital ,
Return on Invested Capital ,
Return on Total Assets ,
Regulation Q ,
Rubber check ,
Real Estate Mortgage Investment Conduit ,
Retire ,
Reading the tape ,
Real-time trade reporting ,
Regulation D ,
Regulation G ,
Regulation T ,
Regulation U ,
Restricted account ,
Round of funding ,
Rule 10b-6 ,
Rule 15c3-1 ,
Rules of Fair Practice ,
Rate of exchange ,
Reciprocal of European terms ,
Reinvestment ,
Regulated investment company ,
Regional fund ,
Registered Retirement Savings Plan ,
Reinvestment risk ,
Red herring ,
Registered Company ,
Regulation A ,
Reverse Take-Over ,
Revisionary trust ,
Revocable trust ,
Right of first refusal ,
Right of rescission ,
Right to Know ,
Revolving line of credit ,
Right of recourse ,
Roll over ,
Rollover mortgage ,
Rule of 78 ,
Reinvestment privilege ,
Roll down ,
Roll forward ,
Roll up ,
Right of redemption ,
Required Minimum Distribution ,
Retirement Equity Act of 1984 ,
Rollover ,
Roth IRA ,
Risk/return trade-off ,
Regressive tax ,
Return on Capital Employed ,
Rally ,
Rate of return ,
Real rate of return ,
Real-time ,
Selling, General and Administrative Expenses ,
SG&A ,
Savings account ,
Savings and Loan ,
Savings Association Insurance Fund ,
Sight letter of credit ,
S&L ,
Secondary distribution ,
Securities and Exchange Commission ,
Series EE bond ,
Series HH bond ,
Sinking fund ,
Segregation of securities ,
Sell the book ,
Series 6 ,
Sweep account ,
Standard of living ,
Second-to-die insurance ,
Separate account ,
Stock life insurance company ,
Stock bonus plan ,
Stock option plan ,
Severally but not jointly ,
Statute of Limitations ,
Statutory investment ,
Sue ,
Sale and leaseback ,
Satisfaction of debt ,
Staggered board of directors ,
Sector fund ,
Series fund ,
Socially responsible fund ,
Specialized fund ,
Specialty fund ,
Stock fund ,
Systematic investment plan ,
Selling the spread ,
Savings Incentive Match Plan for Employees ,
Self-directed retirement account ,
SEP Plan ,
SIMPLE IRA ,
Simplified Employee Pension IRA ,
Single-employer plan ,
Social Security Tax ,
Spousal IRA ,
Summary plan description ,
Santa Claus rally ,
Selling short against the box ,
Shorting against the box ,
Sales tax ,
S Corporation ,
Self-employment tax ,
Separate tax returns ,
Short-term gain or loss ,
Sin tax ,
Subchapter M ,
Subchapter S Corporation ,
Same Day Funds Settlement ,
Schedule C ,
Securities Act of 1933 ,
Securities Acts Amendments of 1975 ,
Securities Exchange Act of 1934 ,
Seek a market ,
S&P phenomenon ,
Stop and reverse ,
Stopped out ,
Time deposit ,
Time draft ,
Transfer ,
Tax anticipation note ,
Tax-exempt bond ,
Tax renevue anticipation note ,
T-Bill ,
Term to maturity ,
Trust-preferred security ,
Take a position ,
Time order ,
Trailing P/E ,
Tax haven ,
Tax ,
Tax schedule ,
Tender offer ,
Transfer agent ,
Tenancy by the entirety ,
Testamentary trust ,
Trust ,
Trust company ,
Trust fund ,
Term deposit ,
Time note ,
Truth in Lending ,
Tax-free bond fund ,
Tax-managed fund ,
Term trust ,
Time spread ,
Tax lien ,
Tax roll ,
Tenancy at will ,
Time-sharing ,
Title company ,
Transfer tax ,
Tax deferral ,
Tax-deferred ,
Top hat plan ,
Transfer payments ,
The Street ,
Time stop ,
Timing the market ,
Tax-advantaged ,
Tax audit ,
Tax base ,
Tax basis ,
Tax bracket ,
Tax-deductible ,
Tax deduction ,
Tax-efficient ,
Tax evasion ,
Tax-exempt ,
Tax identification number ,
Tax loss carryback ,
Tax loss carryforward ,
Tax lot ,
Taxpayer Relief Act of 1997 ,
Tax planning ,
Tax preference item ,
Tax Reform Act of 1986 ,
Tax Reform Act of 1993 ,
Tax return ,
Tax sale ,
Tax shelter ,
Tax shield ,
Tax swap ,
Tax tables ,
Top out ,
Take a bath ,
Thin market ,
Triple witching day ,
U.S. Government Agency Security ,
U.S. Savings Bond ,
U.S. Treasury ,
U.S. Treasury Bill ,
U.S. Treasury Bond ,
U.S. Treasury Note ,
U.S. Treasury Securities ,
Unlimited tax bond ,
Unseasoned issue ,
Undermargined account ,
Uncovered call ,
Underfunded pension plan ,
Unit Investment Trust ,
Unit Trust ,
Unified Tax Credit ,
Unit of trade ,
Unit of trading ,
Void ,
Voluntary accumulation plan ,
Voting trust ,
Variable ratio plan ,
Value Added Tax ,
Wire transfer ,
With interest ,
Wrap account ,
World fund ,
Waiver of premium ,
Widow-and-orphan stock ,
W-2 Form ,
W formation ,
When, as, and if issued ,
When issued ,
X or XD ,
Year-over-year ,
Year-To-Date ,
Yield to call ,
Yield to maturity ,
Yield to worst ,
Y shares ,
Zero-investment portfolio ,
Zero-minus tick