From: Lesley Groff
To: Richard Kahn
Subject: Can we speak re bonus & how to receive?
Date: Tue, 08 Dec 2015 16:34:02 +0000
Hi Rich...wanted to speak with you re my bonus and how best to receive...
Also, Jeffrey and I were discussing my 401K or getting a loan from him instead and possibly
putting my sister as beneficiary...he said you have such a thing with him (the loan) ...was
hoping you could discuss with me in more detail...Jeffrey says upon his death the loan would be
forgiven and it is him that pays the taxes on it, not me? Just trying to figure out the best
idea for retirement money...Jeffrey does encourage me to have my `own money' tucked away as he
believes it is just good for females to have...
thoughts?
Thanks, Lesley
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