Not All Plans Abusive
Not All Plans Abusive: The article in the September issue of the JofA by Lance Wallach, CLU, (“Abusive Insurance and Retirement Plans,” page 34) sounding the alarm against the use of 419(e) plans inaccurately analyzes an October 2007 revenue ruling and two IRS notices. Mr. Wallach accurately reports that Notice 2007-83 “identified certain trust
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