How do I roll over a life insurance policy?
How do I roll over a life insurance policy?
Section 1035 of the tax code allows you to rollover a cash value tax free to either a new cash value policy or to an annuity. This opens up several possibilities. If you no longer need cash value insurance, you might switch the policy to a tax-deferred annuity to build additional money for retirement. Oct 17, 2017
