Direct Rollover Published by Midland Trust on Aug 23, 2021 12:00:00 AM Direct Rollover « Back to Glossary Index A distribution of funds from one qualified retirement plan to another without the plan owner taking possession of the funds. A rollover can be done without penalty and does not create a taxable event. « Back to Glossary Index Back to Blog Tweet
Roth Conversion Roth Conversion « Back to Glossary Index A transfer of retirement funds from a traditional... Read More
Alternative Investment/Alternative Asset Alternative Investment/Alternative Asset « Back to Glossary Index A financial asset that is... Read More
Distribution Distribution « Back to Glossary Index A disbursement of funds from a retirement plan to... Read More
