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Bailey Settlement from Insurance Group
I receive Bailey Settlement from NC. I transferred my retirement income from a 403B to an Insurance investment firm which paid more interest and long term benefits. I now draw monthly income from that insurance firm as part of my retirement. I receive a 1099R each year. DO THESE FUNDS QUALIFY AS A BAILEY BENEFIT DEDUCTION or have I just lost that option because it comes from an insurance company.
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March 2, 2025
6:22 PM