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  1. MjInvestments
    HI I am working on closing a 401(K) plan as two companies merge and move to a single plan. In the plan that is closing there are two life insurance policies owned by the plan on one of the employees. The employee, who is retired, wants to take the cash surrender value of the insurance and receive it and then invest with his financial advisor. Who pays the taxes on the insurance policies as they are distributed - the insured (Retired Employee) or the plan who owns the policy but is liquidating it and sending to the employee.
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