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An employee retirement account or plan set up by an individual or employer for retirement purposes, including IRAs, Keogh plans, and Federal Employee Thrift Savings plans.
Treatment: Excluded Resource
Examples:
• Individual Retirement Account (IRA)
Individual retirement accounts (IRA’s) are tax-preferred accounts set up by an individual for retirement purposes.
Treatment: Excluded Resource*
• Keogh Plans
- Non-contractual Keogh Retirement Plans are tax-preferred accounts set up by an individual for retirement purposes.
Treatment: Excluded Resource*
- A contractual Keogh Plan is a tax-preferred account set up by an employer that does not allow the employee to withdraw any money.
Treatment: Excluded Resource