Jump to content

Ordering Rules on TSA Withdrawals?


Guest SharonV

Recommended Posts

Guest SharonV

Is there a required method for determing the amount of contributions and amount of earnings in a partial withdrawal from a TSA policy? A TSA participant request a partial exchange to another TSA account. How much is contribution and how much is interest? Is this determined by the investment or IRS? This is not an ERISA TSA.

Link to comment
Share on other sites

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now
×
×
  • Create New...