Pinellas Retirement Accounts and IRS Debt
Florida provides unlimited protection for retirement accounts. The IRS doesn't always agree, but the protections are powerful.
Florida Statute section 222.21 provides unlimited protection for IRA and qualified retirement plan assets from creditors. The IRS rarely levies retirement accounts due to the legal complexity and negative optics.
More importantly, retirement balances can be excluded or reduced in OIC and installment agreement calculations. For Pinellas County retirees with significant retirement savings and IRS debt, these protections create real planning opportunities.
If you have retirement accounts and IRS debt, let's protect what you've saved.
32 years fighting the IRS. Free consultation for St. Pete, Clearwater, Largo, and all of Pinellas County.
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