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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Jeffrey Johnson is a legal writer with a focus on personal injury. He has worked on personal injury and sovereign immunity litigation in addition to experience in family, estate, and criminal law. He earned a J.D. from the University of Baltimore and has worked in legal offices and non-profits in Maryland, Texas, and North Carolina. He has also earned an MFA in screenwriting from Chapman Univer...

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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.

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