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    • Created with Sketch. See what's trending for the upcoming tax season. Lacerte | ProConnect | ProSeries
    Created with Sketch. See what's trending for the upcoming tax season. Lacerte | ProConnect | ProSeries
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    If some one has a retirement life plan (poss REIT) may they withdraw from it to invest in the stock market without penalities

    Jean284
    Level 1
    ‎04-09-2020 02:02 PM
     
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    2 Comments 2
    mdavolio
    Employee
    Employee
    ‎04-09-2020 02:57 PM

    I think it has to be one of these plans: IRA, other qualified retirement plan, or modified endowment
    contract.

    Thanks, Mike

    0 Cheers
    Jean284
    Level 1
    ‎04-09-2020 03:03 PM

    Thank you

    0 Cheers
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