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401K NOT exempt in AZ? Current HB trying to make it exampt

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    401K NOT exempt in AZ? Current HB trying to make it exampt

    This is very confusing. I thought any ERISA qualified account was exempt in AZ.

    We now have in the AZ House HB2698 which was rejected by Republicans trying raise the homestead exception to $300,000 but that part has now been pulled.

    From Capitol Reporter:

    "What's left in HB2698, which now needs a final House roll call before going to the Senate, is a new protection for 401(k) retirement plans. That brings them under the same shield from bankruptcy as things like individual retirement accounts."

    I have not found out WHY they propose to make 401k's exempt--- I though they already were!!!!

    With all AZ budget/immigration issues there is no assurance this will even get to the Senate much less get passed.

    #2
    Here is a link to an East Valley Trib article - mostly about rejecting the home exemption but includes the 401K paragraph I quoted above.

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