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What is direct rollover?

A direct rollover is a non-taxable distribution from one account or asset to another. When eligible rollovers move from one qualified plan to another traditional plan thus made directly. Direct rollovers are made payable to the qualified plan or custodian but never to the individual who owns the account.This is a plan that must be set up by the owner of the account.

Other Financial Terms and Vocabulary

Data is provided for informational purposes only, and is not intended for trading purposes. Although data are gathered from sources believed to be reliable, Fund Mojo and its content providers cannot guarantee completeness and accuracy. Performance data quoted represents past performance. Fund Mojo and its content providers accept no liability for reliance on this data.