JenniferLangInsuranceDivision.com | How to Move a 401k to an IUL Life Insurance Policy

by | Aug 22, 2022 | 401k

JenniferLangInsuranceDivision.com | How to Move a 401k to an IUL Life Insurance Policy




JenniferLangInsuranceDivision.com | How to Move a 401k to an IUL Life Insurance Policy

If you are no longer working for an employer, you have the option to roll over, or move, your 401(k), into another retirement planning vehicle.

Some investors may choose to use an IRA, but others may opt to put a portion of their savings into a life insurance policy with cash value.

You can do this before age 59 1/2, and avoid the additional 10 percent tax penalty, by utilizing an exception to Rule 72(t) of the IRS tax code, involving IRA, funds.

To learn more, visit: JenniferLangInsuranceDivision.com

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