Значение слова "DIRECT ROLLOVER" найдено в 2 источниках

DIRECT ROLLOVER

A distribution of eligible rollover assets from a qualified plan, 403(b) plan, or a governmental 457 plan to a Traditional IRA, qualified plan, 403(b) plan, or a governmental 457 plan; or a distribution from an IRA to a qualified plan, 403(b) plan or a governmental 457 plan.

Direct rollover assets are made payable to the qualified plan or IRA Custodian/Trustee, never to the individual.

A direct rollover is reportable but not taxable.

найдено в "Financial and business terms"

Movement of tax-deferred retirement plan money from one qualified plan ( qualified plan or trust) or custodian to another. No immediate tax liabilities or penalties are incurred, but there is an IRS reporting requirement. Bloomberg Financial Dictionary

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