Rollover


Also found in: Dictionary, Thesaurus, Medical, Acronyms, Encyclopedia, Wikipedia.
Related to Rollover: rollover loan

Rollover

Means that a loan is periodically repriced at an agreed spread over the appropriate, currently prevailing rate. Most term loans in the Euromarket are made on a rollover basis as to current LIBOR rate.

Roll Over

1. The act or practice of taking profits or other proceeds from investments and making other investments with them. It nearly always means that one is investing in more of the same security. For example, one may take dividends from a stock and buy more shares with it or may take coupon payments to buy more of the same bond issue. It is also called reinvesting. Colloquially, rolling over refers to reinvesting proceeds from one retirement account in another retirement account without causing a taxable event.

2. A loan that a borrower may renew upon maturity. This may happen when the borrower has only been making interest payments over the life of the loan. See also: Refinancing.

rollover

The reinvestment of money received from a maturing security in another similar security. Rollover usually applies to short-term investments such as certificates of deposit, commercial paper, and Treasury bills. For example, investors often want a rollover of the proceeds from a maturing certificate of deposit into a new certificate of deposit. See also IRA rollover, pension rollover.

Rollover.

If you move your assets from one investment to another, it's called a rollover.

For example, if you move money from one IRA to another IRA, that transaction is a rollover. In the same vein, if you move money from a qualified retirement plan, such as a 401(k), into an IRA, you create a rollover IRA.

Similarly, when a bond or certificate of deposit (CD) matures, you can roll over the assets into another bond or time deposit.

Rollover

The tax-free transfer of an employer plan distribution to another employer plan or to a traditional IRA, or the tax-free transfer from one IRA to another or to an eligible employer plan.
References in periodicals archive ?
If the sixtieth day falls on a weekend or legal holiday, the next business day will be considered the last day for the rollover to occur.
9 - percentage of Roth IRA investors aged 18 or older with rollovers (as of 2015) (**)
The BIC Exemption would provide relief if the commission-based advisor earns a higher level of compensation as a result of the rollover, and it would also provide relief for any commissions that are earned on rollover IRA assets.
Interestingly, dummies currently used to study rollovers were designed for frontal crashes--impacts that happen in hundreds of milliseconds and then are over with--and are ill suited for understanding or predicting injury risk in rollovers.
The swap points used in the rollover are usually defined by a T/N swap feed from a liquidity provider, such as a Tier-1 bank, with a default mark-up or down corresponding to +/- 0.
If rollover rules "are not followed, taxes and penalties can be triggered," Slott said, so it "really is a minefield, which is why advisors need to be better educated on these issues.
Many regulators believe that rollovers and attendant transactions are ripe for violations of a myriad of federal laws and regulations.
All of these considerations are relevant, because the ATRA is likely to result in a lower marginal tax rate (early in a working career) at the in-plan rollover date and it is also likely to result in a greater number of years until the start of distributions.
There are clients who say, 'We don't want you taking any rollover opportunities from our participants.
Consumers who prefer to conduct the rollover themselves can search for and select an IRA provider directly within the Rollover Center
109-280 (PPA), an eligible rollover distribution from an eligible employer plan not made from a designated Roth account could be rolled over to a non-Roth IRA and then converted to a Roth IRA.
Meanwhile, No5 has never appeared as either a main or bonus ball in a Lotto double rollover draw.