[CLBS] Annuity

Robin Long RLong at foleyfreeman.com
Wed Sep 25 12:12:38 MDT 2013


I have a client that has an annuity within an IRA. Does the fact that it is within an IRA change the way it is exempted? Other than the fact that the "plan type" states it is an IRA ,it appears to be an annuity in terms of how it will be paid out, cash value, etc....

Thank you,

Robin Long
Foley Freeman PLLC
208-466-6782



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