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Brown Cafe UPS Forum
UPS Retirement Topics
80 and out rule
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<blockquote data-quote="UpstateNYUPSer(Ret)" data-source="post: 2322376" data-attributes="member: 12570"><p>My father's assets did not require such an investment. My brother and I were able to make our way through the application process with the help of the program that I mentioned above.</p><p></p><p>One of the keys, which may seem trivial, is the date of application. The 5 year look back starts from that date and, much like with your step-father, you can be penalized for any "transfer of assets" which in their eyes were done to get under the caps.</p><p></p><p>We were fortunate in that we were able to shelter most of what little that he did have.</p></blockquote><p></p>
[QUOTE="UpstateNYUPSer(Ret), post: 2322376, member: 12570"] My father's assets did not require such an investment. My brother and I were able to make our way through the application process with the help of the program that I mentioned above. One of the keys, which may seem trivial, is the date of application. The 5 year look back starts from that date and, much like with your step-father, you can be penalized for any "transfer of assets" which in their eyes were done to get under the caps. We were fortunate in that we were able to shelter most of what little that he did have. [/QUOTE]
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