Vermont Financial Planning Exemptions

• Retirement Accounts Exemption: 100% except for amounts contributed to self-directed plans within 1 year.
• Homestead Exemption: Real property or mobile home to $125,000; may also claim rents, issues, profits, & out-buildings (husband and wife may double)
• Life Insurance Exemption: 100%
• Annuity (Non-IRA/ERISA) Cash Value Exemption: $350/month

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!

You may think that your wealth is safe and that you don't need protection. But don't delude yourself and accept reality — for every 60 minutes you spend making money, spend 60 seconds thinking about how to protect it!