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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.
Copyright © 2012, Campbell R. Harvey. All Rights Reserved.

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.
Farlex Financial Dictionary. © 2012 Farlex, Inc. All Rights Reserved


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.
Wall Street Words: An A to Z Guide to Investment Terms for Today's Investor by David L. Scott. Copyright © 2003 by Houghton Mifflin Company. Published by Houghton Mifflin Company. All rights reserved. All rights reserved.


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.

Dictionary of Financial Terms. Copyright © 2008 Lightbulb Press, Inc. All Rights Reserved.


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.
Copyright © 2008 H&R Block. All Rights Reserved. Reproduced with permission from H&R Block Glossary
References in periodicals archive ?
Under the RIA Interpretation, all advice to clients--including rollover advice--is fiduciary advice subject to a duty of care and a duty of loyalty.
The first rollover by Sarah, the plan to IRA rollover and the trustee-to-trustee rollovers are all permissible.
No, the decision should be similar to any other IRA rollover decision.
"Capturing" rollover assets is a classic example of cross-selling.
"Rollover crashes can take up to 10 to 15 seconds to complete as a vehicle rotates and often makes repeated strikes on a roadway--a long period of time for a person, or dummy, to be undergoing those kinds of circumstances," says Kerrigan.
If a trader buys and sells within the same business day, there is no issue with delivery, but if they want to carry over their trade to the next business day they are required to use Tom/ Next rollover procedures.
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.
"Previously, it was understood that this rollover rule applied to each IRA owned by the taxpayer so long as the taxpayer completed the rollover within the 60 days," Fox said.
Rollover contributions from employer plans to IRAs average more than $300 billion per year, and we expect that this trend will continue.
An in-plan Roth rollover is similar to a Roth conversion--including many of its benefits.
Cerulli's research finds that rollovers present an opportunity for both IRA providers and defined contribution plan recordkeepers.
The app, called VRPETERS (Vehicle Rollover Prevention Education Training Emergency Reporting System), uses sensors and GPS capability built into smartphones that can detect rollovers.