Help - Search - Members - Calendar
Full Version: 412i Plan with only life insurance
BenefitsLink Message Boards > Retirement Plans > Retirement Plans in General
NPaleveda
Does anyone have a problem with a 412i plan funded soley with insurance contracts that have a depressed value and have the clients children buy the policies out of the plan at the depressed cash surrender value after a period of 5 years?
rcline46
Our friends at the IRS have issued statements about 'springing' cash values. You need to use the interpolated terminal reserve values.
This is a "lo-fi" version of our main content. To view the full version with more information, formatting and images, please click here.
Invision Power Board © 2001-2009 Invision Power Services, Inc.