Updated April, 2020

One common question we get is…

“Can I roll over funds from my 401(k)/IRA/403(b)/TSA into a Bank On Yourself policy – and what are the tax consequences?”

Moving money from a conventional tax-deferred retirement account into a Bank On Yourself policy is a common method people use to fund a policy.  It’s not technically a “rollover,” since you can only do that from one 401(k) or IRA to another.  Here’s how it works… [Read more…] “Can you Roll Over your 401(k) or IRA into a Bank On Yourself Plan?”