📄 Extracted Text (136 words)
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
EFTA00333584
ℹ️ Document Details
SHA-256
047da0bb6171083d39621bcd2ffa41abe84e081b65aa421a995702104bac7c52
Bates Number
EFTA00333584
Dataset
DataSet-9
Document Type
document
Pages
1
Comments 0