I Am An Investor And Wish To Use Viaticals In My IRA, Or Alternatively, In A Keogh, Or Defined Contribution Plan. Is That A Problem?
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UPDATED: Jul 16, 2021
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Many viatical settlement companies advertise that IRA or other tax qualified retirement money can be invested in viaticals. But since tax sheltered investment funds from plans such as IRAs or 401ks are generally not allowed to be invested in insurance policies, investors should be warned to consult a knowledgeable tax advisor before investing tax qualified investment money in viaticals.