# Rollover Agreement

**IRI:** https://folio.openlegalstandard.org/R7UlsbfVKjhOfux7PAQJCos

## Labels

## Definition

A Rollover Agreement refers to an arrangement where an investor transfers the proceeds from a mature security into a new issue of the same or a similar security. It can also pertain to the transfer of assets from one retirement plan to another without incurring tax penalties.

## Sub Class Of

- https://folio.openlegalstandard.org/R8uUwQ5jjK4J6dt0P4Hg7PW

**Deprecated:** False