Guest szaidman Posted November 5, 2004 Posted November 5, 2004 Is there any way to purchase life insurance with money that is in a SEP?
Appleby Posted November 21, 2004 Posted November 21, 2004 Unless you want to take a distribution and use the money to purchase the life insurance... and that would be a taxable transaction Life and Death Planning for Retirement Benefits by Natalie B. Choatehttps://www.ataxplan.com/life-and-death-planning-for-retirement-benefits/ www.DeniseAppleby.com
GBurns Posted November 21, 2004 Posted November 21, 2004 Why were you even thinking of doing this, if it was allowable? George D. Burns Cost Reduction Strategies Burns and Associates, Inc www.costreductionstrategies.com(under construction) www.employeebenefitsstrategies.com(under construction)
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