FT MarketWatch

Direct rollover

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.

Related Terms: 9 Account, Issuer, Pension, Pension plan, Qualified, Rollover, Repo, Sue, Trust
Other Related Pages: Category: Taxes Starting With: D
Additional Related Terms: 10-Q, 10-K, 12b-1 funds, 401(k) plan, 403(b) plan, 457 plan, Account, Account statement, Account aggregation, Account balance