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Feds issue rules for paying insurers from retirement plans

By
  • Richard Stolz
Published
  • May 13 2014, 9:50am EDT

There’s finally an end to seven years of legal ambiguity on whether certain direct payments from a retirement plan participant’s account to an insurance carrier — for certain kinds of coverage — are taxable or not.

Final regulations published in Monday’s Federal Register (T.D. 9665) confirm a version originally proposed in 2007. The transfer of funds focuses on accident, health and disability insurance.

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