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The Florida Senate

SB 978: Individual Retirement Accounts

GENERAL BILL by Flores ; (CO-INTRODUCERS) Diaz de la Portilla

Individual Retirement Accounts; Clarifies the exemption of inherited individual retirement accounts from legal processes. Provides intent. Provides for retroactive application.

Effective Date: upon becoming a law
Last Action: 4/29/2011 Senate - Laid on Table, companion bill(s) passed, see HB 469 (Ch. 2011-84) -SJ 605
Bill Text: Web Page | PDF
Senate Committee References:
  1. Banking and Insurance (BI)
  2. Judiciary (JU)
  3. Budget (BC)

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  • Bill History

    Date Chamber Action
    2/10/2011 Senate • Filed
    2/17/2011 Senate • Referred to Banking and Insurance; Judiciary; Budget -SJ 75
    3/8/2011 Senate • Introduced -SJ 75
    3/17/2011 Senate • On Committee agenda-- Banking and Insurance, 03/22/11, 1:15 pm, 412 Knott Building
    3/22/2011 Senate • Favorable by Banking and Insurance; YEAS 10 NAYS 0 -SJ 270
    • Now in Judiciary -SJ 270
    3/23/2011 Senate • On Committee agenda-- Judiciary, 03/28/11, 3:15 pm, 110 Senate Office Building
    3/28/2011 Senate • Favorable by Judiciary; YEAS 6 NAYS 0 -SJ 299
    3/29/2011 Senate • Now in Budget -SJ 299
    4/20/2011 Senate • On Committee agenda-- Budget, 04/25/11, 1:15 pm, 412 Knott Building
    4/25/2011 Senate • Favorable by- Budget; YEAS 19 NAYS 0 -SJ 469
    4/26/2011 Senate • Placed on Calendar, on 2nd reading -SJ 469
    4/27/2011 Senate • Placed on Special Order Calendar, 04/29/11
    4/29/2011 Senate • Read 2nd time -SJ 599
    • Read 3rd time -SJ 599
    • Passed; YEAS 36 NAYS 0 -SJ 599
    • Reconsidered -SJ 605
    • Substituted HB 469 -SJ 605
    • Laid on Table, companion bill(s) passed, see HB 469 (Ch. 2011-84) -SJ 605

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  • SB 978, Original Filed Version (Current Bill Version) Posted 2/10/2011 at 11:40 AM

    Bill Text:   Web Page | PDF
    Analyses:   Banking and Insurance (Pre-Meeting) 3/21/2011 (pdf)
    Banking and Insurance (Post-Meeting) 3/22/2011 (pdf)
    Judiciary (Pre-Meeting) 3/25/2011 (pdf)
    Judiciary (Post-Meeting) 3/29/2011 (pdf)
    Budget (Pre-Meeting) 4/21/2011 (pdf)
    Budget (Post-Meeting) 4/26/2011 (pdf)

    Related Bills (1)

    Bill Number Subject Filed By Relationship Last Action and Location Track Bills
    H 469 (er) Individual Retirement Accounts Stargel Identical Last Action: 5/31/2011 Chapter No. 2011-84
    Location: Became Law

    Committee Votes (3)

    Date Committee Result
    3/22/2011 1:15 PM Banking and Insurance 10 Yeas - 0 Nays
    3/28/2011 3:15 PM Judiciary 6 Yeas - 0 Nays
    4/25/2011 1:15 PM Budget 19 Yeas - 0 Nays

    Floor Votes (1)

    Date Chamber Result
    4/29/2011 10:45 AM Senate 36 Yeas - 0 Nays

    Citations - Statutes (1)

    Citation Catchline Location in Bill Location In Bill Help
    222.21 Exemption of pension money and certain tax-exempt funds or accounts from legal processes. Page 1 (pdf)

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