Personal Finance (Not Investing) • Asset Protection in California

IRA protection: To the extent necessary for support, no protection for Roth IRA (Cal. Code of Civ. Proc. §704.115)

I am not an attorney but I think above is not correct. Please check McMullen v. Haycock

California tracing statute (§ 703.080, subd. (a)), because all of the assets in his IRA can be traced to his fully exempt private retirement plan, the full exemption continues to apply to those funds.

Statistics: Posted by babystep — Mon Feb 10, 2025 11:20 pm — Replies 40 — Views 4538