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Investments glossary

Rollover

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Quotes of the day:

Most people hew the battlements of life from compromise, erecting their impregnable keeps from judicious submissions, fabricating their philosophical drawbridges from emotional retractions and scalding marauders in the boiling oil of sour grapes.

— Zelda

A rollover may entail a number of actions, most popularly the transfer of the holdings of one retirement plan to another without creating a taxable event. A rollover may also entail reinvesting funds from a mature security into a new issue of the same or a similar security, or moving a FOREX (FX) position to the following delivery date, in which case the rollover incurs a charge.


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