rollovers
Funds changing accounts
Rollovers are instances of rolling over—transferring funds from one retirement account to another, extending a loan or debt, or reinvesting proceeds rather than taking them.
In accidents, a rollover is when a vehicle flips: The SUV had three rollovers before coming to rest.
In web design, a rollover is an image or element that changes when the cursor passes over it.
Tax-advantaged retirement savings account
- IRATax-advantaged retirement fund
- pensionRetiree's ongoing benefit
- tax-deferredTaxes owed later, not now
- distributionAllocation across recipients
vesting · beneficiary · contribution limits · early withdrawal penalty · after-tax · pre-tax
Returning gains to capital
- compoundingElements merging progressively
- certificates of depositFixed-term bank instruments
- maturity dateWhen debt must repay
- bondsTies that unite
fixed income · renewal · interest rate · principal · laddering · money market · annuity
Hover-activated explanatory popup
- mouseoverCursor positioned without clicking
- cursorOn-screen position indicator
- link previewURL content summary
- alt textWritten substitute for visuals
Payment sent between parties
- wire transferElectronic bank-to-bank payment
- account transferMoving money between holdings
- reallocationDistributing anew
- electronic transferDigital funds transmission
deposit · remittance · disbursement · payment processing · account balance · clearing · settlement
401(k)
Tax-advantaged retirement savings account
- IRATax-advantaged retirement fund
- pensionRetiree's ongoing benefit
- tax-deferredTaxes owed later, not now
distribution · vesting · beneficiary · contribution limits · early withdrawal penalty · after-tax · pre-tax
reinvestment
Returning gains to capital
- compoundingElements merging progressively
- certificates of depositFixed-term bank instruments
- maturity dateWhen debt must repay
bonds · fixed income · renewal · interest rate · principal · laddering · money market · annuity
tooltip
Hover-activated explanatory popup
- mouseoverCursor positioned without clicking
- cursorOn-screen position indicator
- link previewURL content summary
funds transfer
Payment sent between parties
- wire transferElectronic bank-to-bank payment
- account transferMoving money between holdings
- reallocationDistributing anew
electronic transfer · deposit · remittance · disbursement · payment processing · account balance · clearing · settlement
- 401(k)contributions, employer match, vesting, tax deferral, early withdrawal penalty
- pensionspension, pension fund, pension plan, pension benefits, pension funds
- retirement plans401k, IRA, Roth IRA, 403b, defined benefit
rolloverswithdrawals
Removal of deposited funds
cash-outs · distributions · liquidations · cashing out · surrenders
rolloversfender benders
Minor vehicle collisions
head-on collisions · rear-end collisions · side-swipes · near misses · skids
rolloverscancellations
Official voidings of arrangements
terminations · opt-outs · expirations · discontinuations · lapses