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IRA Rolled over to Qualified Plan

Guest PensionAdministrator

By Guest PensionAdministrator
in Estate Planning Aspects of IRAs and Retirement Plans

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Guest PensionAdministrator

Guest PensionAdministrator

Posted
Posted

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?

mbozek

mbozek

Posted
Posted

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

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