Spousal Rollover

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Definition: Spousal Rollover

Spousal Rollover
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Sources

Full Definition of Spousal Rollover

The transfer of qualified retirement plan funds from a deceased plan holder to an account established or renamed by the surviving spouse. The transfer of funds does not trigger a taxable event; however, the distribution from the account will be taxed as ordinary income.

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To help you cite our definitions in your bibliography, here is the proper citation layout for the three major formatting styles, with all of the relevant information filled in.

Page URL
https://payrollheaven.com/define/spousal-rollover/
Modern Language Association (MLA):
Spousal Rollover. PayrollHeaven.com. Payroll & Accounting Heaven Ltd.
April 19, 2024 https://payrollheaven.com/define/spousal-rollover/.
Chicago Manual of Style (CMS):
Spousal Rollover. PayrollHeaven.com. Payroll & Accounting Heaven Ltd.
https://payrollheaven.com/define/spousal-rollover/ (accessed: April 19, 2024).
American Psychological Association (APA):
Spousal Rollover. PayrollHeaven.com. Retrieved April 19, 2024
, from PayrollHeaven.com website: https://payrollheaven.com/define/spousal-rollover/

Definition Sources

Definitions for Spousal Rollover are sourced/syndicated and enhanced from:

  • A Dictionary of Economics (Oxford Quick Reference)
  • Oxford Dictionary Of Accounting
  • Oxford Dictionary Of Business & Management

This glossary post was last updated: 16th November, 2021 | 0 Views.