Utah Financial Planning Exemptions

• Retirement Accounts Exemption: 100% for amounts contributed passed one year.
• Homestead Exemption: Real property, mobile home, or water rights to $30,000 if primary residence; $5,000 if not primary residence.
• Life Insurance Exemption: 100% excluding any payments made on the contract during the previous year.
• Annuity (Non-IRA/ERISA) Cash Value Exemption: None

DISCLAIMER: These codes may not be the most current version. We make no warranties or guarantees about the accuracy, completeness, or adequacy of the information contained on this site or the information linked to on the state site. Please check official sources.

Yes, You Can Lose Everything!

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