金融百科  > 所属分类  >  Retirement-退休   
[0] 评论[0] 编辑

Transfer

A tax-free, non-reportable movement of assets between retirement plans.

Generally, transfers occur between similar types of plans: for instance, from a Roth IRA to a Roth IRA. There is no limit on the number of transfers that may occur between retirement plans, but a transfer must occur between the trustees/custodians of the retirement accounts. This means that the assets are made payable to the trustee/custodian, not to the retirement account holder.



附件列表


0

词条内容仅供参考,如果您需要解决具体问题
(尤其在法律、医学等领域),建议您咨询相关领域专业人士。

如果您认为本词条还有待完善,请 编辑

上一篇 Traditional Whole Life Policy    下一篇 Triggering Event

相关标签

热门标签