Taxable or Nontaxable Benefits: The Dual Purpose Plan Revisited

Shanney-Saborsky, Regina
October 1998
Journal of Financial Planning;Oct98, Vol. 11 Issue 5, p30
Academic Journal
Questions whether qualified plan assets in the United States, may be used to serve the dual purpose of providing a retirement benefit and a disability benefit. Detailed information on the dual plan; Dual purpose of the qualified plan; Factors which determines the taxpayer's ability to exclude a benefit payment; Refusal by the United States Internal Revenue Service to recognize the validity of the dual purpose plan concept.


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