Heck it is raining so I might as well keep ranting for a while. Getting back to DB Plans, I was commenting on other issues of fully insured plans. What about the death benefit? You cannot roll a life insurance contract to a IRA. So with that in mind you could just terminate the policy, [...]
Tag Archives: IRA
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About Rick Helbing, CFP®, ChFC
Rick Helbing is a Certified Financial Planner™ who provides strategic financial planning to Medical Professionals, Dental Professionals, and Family Business Owners. He has been innovating on behalf of his clients for over 25 years. Named one of the top 150 advisors in the country for physicians by Medical Economics magazine.
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