Glossary · United States

Rollover

Moving money out of one United States retirement plan and into another within 60 days, without paying tax on it. Every plan that can take one is American, so there is no rollover into KiwiSaver or Australian super.

Guides that use this term

Can I move my 401(k) or IRA into KiwiSaver or Australian super?

New Zealand, Australia and the United States

What happens to my retirement savings if we separate?

New Zealand, Australia and the United States

What's the difference between a 401(k), a traditional IRA and a Roth IRA?

United States