Page 1 of 1
Non qualified annuities
Posted: Thu Jul 01, 2010 4:27 pm
by Yahoo Bot
Not exempt. Btw "non" is a prefix, needs to be attached.
Dennis McGoldrick
350 S. Crenshaw Bl., #A207B
Torrance, CA 90503
On Jul 1, 2010, at 11:45 AM, "Jonathan" wrote:
> Can anyone tell me if Non qualified annuities are exempt. It is NOT in any type of retirement account. My knee-jerk reaction tells me that it is not exempt. However, I thought I would get the opinion of the more senior people.
>
> Thank you in advance,
>
> Jonathan Leventhal
>
>
The post was migrated from Yahoo.
Non qualified annuities
Posted: Thu Jul 01, 2010 4:05 pm
by Yahoo Bot
We did a thread on this about six months or more ago as well, which is another way to research it. I've done extensive research and annuities are no exemption haven.
The post was migrated from Yahoo.
Non qualified annuities
Posted: Thu Jul 01, 2010 12:24 pm
by Yahoo Bot
Jonathan:
You need to at least cite some research you have done before asking your
question on this listserve. You are more likely to get an answer if you do
so.
If you have any questions or concerns, please contact me.
Pat
Patrick T. Green, Esq.
Fitzgerald & Green
Attorneys at Law
1010 E. Union Street
Suite 206
Pasadena, CA 91106
Tel: 626-449-8433
Fax: 626-449-0565
pat@fitzgreenlaw.com
The post was migrated from Yahoo.
Non qualified annuities
Posted: Thu Jul 01, 2010 12:00 pm
by Yahoo Bot
It is not. See In re Pikush (dont have cite).
_____
The post was migrated from Yahoo.
Non qualified annuities
Posted: Thu Jul 01, 2010 11:45 am
by Yahoo Bot
Can anyone tell me if Non qualified annuities are exempt. It is NOT in any type of retirement account. My knee-jerk reaction tells me that it is not exempt. However, I thought I would get the opinion of the more senior people.
Thank you in advance,
Jonathan Leventhal
The post was migrated from Yahoo.