Guest NPaleveda Posted October 10, 2001 Posted October 10, 2001 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 Posted October 10, 2001 Posted October 10, 2001 Our friends at the IRS have issued statements about 'springing' cash values. You need to use the interpolated terminal reserve values.
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