Guest PensionAdministrator Posted July 14, 2003 Share Posted July 14, 2003 When an IRA is rolled over into a Qualified Plan, does it loss its "IRA status" as far as: - Purchasing Life Insurance? - Qualifying for a Loan? Link to comment Share on other sites More sharing options...
mbozek Posted July 15, 2003 Share Posted July 15, 2003 As long as the rollover is not made to a deemed IRA established under a qualified plan, the IRA rollovers are treated as plan assets for loans and investment alternatives. mjb Link to comment Share on other sites More sharing options...
Recommended Posts
Create an account or sign in to comment
You need to be a member in order to leave a comment
Create an account
Sign up for a new account in our community. It's easy!
Register a new accountSign in
Already have an account? Sign in here.
Sign In Now