Phrases with «direct rollover»

A direct rollover is when money from a retirement savings account, like a 401(k), is transferred directly to another retirement account without the account holder receiving the money. It allows for a tax-free transfer of funds from one retirement account to another. Full definition

direct (parent phrase)
rollover (parent phrase)

direct rollover

Sentences with «direct rollover»

If by direct rollover you mean a trustee - to - trustee transfer of the funds, then there is no 60 - day rule. (money.stackexchange.com)
Use this form to request a transfer or direct rollover of retirement assets held at another institution to an IRA with FTIOS as Custodian. (franklintempleton.com)
Transfers from other investment options and / or direct transfers / direct rollovers from previous retirement plans (us.axa.com)
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Phrases with «direct rollover»

Sentences with «direct rollover»

See also