Pennsylvania Financial Planning Exemptions

• Retirement Accounts Exemption: 100%, except for amounts (1) contributed within 1 year (not including rollovers), (2) contributed in excess of $15,000 in a one-year period, or (3) deemed to be fraudulent conveyances.
• Homestead Exemption: None; however, property held as Tenancy by the Entirety may be exempt against debts owed by only one spouse.
• Life Insurance Exemption: Income or return of $100/month
• Annuity (Non-IRA/ERISA) Cash Value Exemption: $100/month

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