704.115 Anuity
Posted: Wed Sep 10, 2014 4:26 pm
See IRC 408(b)
Peter M. Lively, J.D., M.B.A.
Law Office of Peter M. Lively * Personal Financial Law Center I
11268 Washington Boulevard, Suite 203, Culver City, California 90230-4647
Telephone: (310) 391-2400 * Toll Free: (800) 307-3328 * Fax: (310) 391-2462
On Wednesday, September 10, 2014 3:54 PM, "Catherine Christiansen christiansenlaw@yahoo.com [cdcbaa]" wrote:
What is the names of the annuities that qualify under this section? Is there a related IRC Code Section? Like 401K is the name of a type of retirement fund - so what would the name for a retirement annuity that qualifies under 704.115?
PC is a 62 year old who needs to protect about $100,000 inheritance. that is all she has. No house, husband, now living in a facility, developed dementia and created the financial mess while she was away as a care giver for parents who passed away about 1 year ago, and adult son, living with an uncle, also has a disability so is
not a fully functioning adult.
Thanks in advance.
Law Office of Catherine Christiansen
Certified Specialist, Bankruptcy Law, The State Bar of California Board of Legal Specialization.
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