Have any of you done this? or know about this?
I guess you have to amend the TPA agreement for two provisions?
Kinda used for exit planning where the owner doesn't see his 401k making his retirement but the sale of his business will, via the use of 401k dollars to purchase life insurance.
Looking for direction from the usual pros:
Brandon
Larry
Tyler
David
I guess you have to amend the TPA agreement for two provisions?
Kinda used for exit planning where the owner doesn't see his 401k making his retirement but the sale of his business will, via the use of 401k dollars to purchase life insurance.
Looking for direction from the usual pros:
Brandon
Larry
Tyler
David