Inicio >  Blossary: Retirement  >  Term: spousal beneficiary rollover
spousal beneficiary rollover

The transfer of a deceased person's remaining retirement assets to a surviving spouse. This may be done by simply transferring ownership of the retirement asset, or by transferring available funds to a retirement account held by the beneficiary.

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  • Parte del discurso: noun
  • Industria/ámbito: Banca
  • Categoría: Ahorros

Retirement

Categoría: Other

Cantidad total de términos: 23

Creador

  • zzcgood
  • (Wuhan, China)

  •  (Bronze) 128 puntos
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