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Showing content with the highest reputation on 11/28/2021 in all forums
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participant terminates employment - plan has a life insurance policy
Bill Presson reacted to Bird for a topic
cashed into the plan, then distributed Actually I don't think it is so much about the reporting requirements because it could be considered a rollover from a plan to an IRA. But I doubt the insurance company would agree to do that. And...some of that money is tax-free so you just don't want to do that.1 point -
Happy Thanksgiving!
Bill Presson reacted to BG5150 for a topic
Here's hoping you and yours have a great Thanksgiving holiday weekend! To my friend in Canada, Happy Belated Thanksgiving. To those elsewhere, have fun working tomorrow! LOL1 point
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