Rollover

(redirected from rollovers)
Also found in: Dictionary, Thesaurus, Medical, Encyclopedia.

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 ?
The first rollover by Sarah, the plan to IRA rollover and the trustee-to-trustee rollovers are all permissible.
9 - percentage of Roth IRA investors aged 18 or older with rollovers (as of 2015) (**)
Capturing" rollover assets is a classic example of cross-selling.
Data from that testing is helping Kerrigan's team delve into how to make a better dummy, one that will be humanlike, or "biofidelic"--mimicking, as much as possible, the size, shape, weight, and flexibility of an actual person undergoing the prolonged and unique stresses of a rollover crash.
Before 2015, the one-per-year limit applies only on an IRA-by-IRA basis (that is, only to rollovers involving the same IRAs), the IRS explained.
Many regulators believe that rollovers and attendant transactions are ripe for violations of a myriad of federal laws and regulations.
Now, younger taxpayers have the opportunity to participate in a rollover of retirement plan assets to Roth accounts within the retirement plan.
According to new research from Cerulli Associates, a Boston-based global analytics firm, retirement rollover contributions reached $321 billion as of year-end 2012.
Avondale does not actively solicit rollovers from plan participants, he says, but, when high-net-worth participants initiate one, the company will handle their rollover and work with them as wealth management clients.
Consumers who prefer guidance along the way can find a financial advisor through the Rollover Center who will provide direction in the selection process
Notice 2009-75, which applies to rollover distributions from qualified plans under Secs.
The Tote usually run one trifecta race a day, and rollovers have been taken up the next day.