Can You Rollover A Non Qualified Retirement Plan?

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June 4, 2013

David Racich

Generally non-qualified retirement plans are funded by life insurance and/or annuities. Transfers or 1035 exchanges can sometimes be construed as rollovers, but there are rules that govern those exchanges: Life insurance to life insurance, Life insurance to Annuity…but not Annuity to Life. Any other funding product may have other rollover rules.

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