Qualified Money to Life Insurance

Doug Andrew
- 2020 1020 – Doug Andrew – 3 Dimensional Wealth – Perform A Strategic Rollout With Your 401(k) – [VIDEO-YouTube-10:42]
David McKnight
72T / SEPP /
LIRP – Life Insurance Retirement Plan

2012 – LC – BERNICE F. BAMBULIS vs. PROTECTIVE LIFE INSURANCE CO.
- Civil Action No. 11-2256
- United States District Court, E.D. Louisiana.
- 2012 1211 – [Google Scholar]
  - This action arose over the termination of a life insurance policy and an alleged misunderstanding over the tax consequences of that closure.
  - On June 20, 1988, Kemper Investors Life Insurance Company (“Kemper”) issued a single-premium life insurance policy to Bambulis. (Rec. Doc. No. 26-1, at 1).
  - Along with the Surrender Form, Plaintiff enclosed a letter to Kemper, indicating her belief that no tax should be owed for the surrender of the Policy because the Policy was purchased with the proceeds of a 401(k).
  - Accordingly, for the reasons stated above, IT IS ORDERED that Defendant’s Motion for Summary Judgment (Rec. Doc. No. 26) be GRANTED.

1995 0205 – Green Bay Press-Gazette – Don’t pillage IRA to buy Life Insurance, by Jane Bryant Quinn – Newspapers.com – [link]
- New England Life
  - Sanford Guritzky
- Peter Katt