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Case File
efta-efta00333584DOJ Data Set 9Other

From: Lesley Groff

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Unknown
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DOJ Data Set 9
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efta-efta00333584
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EFTA Disclosure
Text extracted via OCR from the original document. May contain errors from the scanning process.
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

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