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Investments glossary

Rollover

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Quotes of the day:

Not all treasure is silver and gold, mate.

— Johnny Depp, Pirates of the Caribbean

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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