OCERS Benefits as Income

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Yahoo Bot
Posts: 22904
Joined: Sun Oct 18, 2020 11:38 pm


Must have scrolled right by it. thanks Link
>
> If you search the CDCBAA Archive we just had a discussion on exempting retirement and tax exempt accounts last week. That discussion might be helpful.
>
> Link Schrader, Attorney
> Law Office of Link W. Schrader
>
JLG
> Sent: Sunday, May 06, 2012 11:58 PM
> To: cdcbaa@yahoogroups.com
> Subject: [cdcbaa] OCERS Benefits as Income
>
>
>
> Listmates:
>
> Has anyone dealt with benefits for service connected disability retirement from Orange County?
>
> The award letter states
>
> "... the benefit will continue as long as the OCERS' Board of Retirement deems you disabled. After age 55, it becomes a lifetime benefit.
>
> In addition, because you have been awarded a service-connected disability retirement, your benefits are tax-free ...."
>
> I'm thinking 704.110 and/or 703.140(b)(10)(C) in analyzing exemption.
>
> Far as I know there is no SSI component.
>
> If anybody has experience with these awards as exempted or as income feel free to reply or contact me off-list john@...
>
> Thank you
>

The post was migrated from Yahoo.
Yahoo Bot
Posts: 22904
Joined: Sun Oct 18, 2020 11:38 pm


If you search the CDCBAA Archive we just had a discussion on exempting retirement and tax exempt accounts last week. That discussion might be helpful.
Link Schrader, Attorney
Law Office of Link W. Schrader

The post was migrated from Yahoo.
Yahoo Bot
Posts: 22904
Joined: Sun Oct 18, 2020 11:38 pm


Listmates:
Has anyone dealt with benefits for service connected disability retirement from Orange County?
The award letter states
"... the benefit will continue as long as the OCERS' Board of Retirement deems you disabled. After age 55, it becomes a lifetime benefit.
In addition, because you have been awarded a service-connected disability retirement, your benefits are tax-free ...."
I'm thinking 704.110 and/or 703.140(b)(10)(C) in analyzing exemption.
Far as I know there is no SSI component.
If anybody has experience with these awards as exempted or as income feel free to reply or contact me off-list john@greifenlaw.com
Thank you

The post was migrated from Yahoo.
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