Creditor Protection of Retirement Plan Assets

  • 26 Jul 2018
  • 1:00 PM - 2:30 PM
  • Webinar: TIME ZONE : EST

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  • Clients with active consulting memberships get free access to most webinars.

    To sign up for membership , copy and past this URL to your browser http://iraeducationcenter.com/Registration

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Richard A. Naegele, Esq.

 Fellow, American College of Employee Benefits Counsel
Attorney at Law


Title: Is Your Retirement Plan Really Safe? Creditor Protection of Retirement Plan Assets. Overview: An analysis of the treatment of retirement plan and IRA assets in bankruptcy and in non-bankruptcy creditor claims.


Fee: $29 for nonmembers . Free for members

Target Audience: Financial Advisors | Tax professionals | Financial professionals, including the staff at Credit Unions, Banks, Brokerage Firms and other financial institutions




NO PRE-APPROVED CE CREDITS. YOU MAY CHECK WITH YOUR EDUCATIONAL ORGANIZATION FOR CE ELIGIBILITY


Overview: An analysis of the treatment of retirement plan and IRA assets in bankruptcy and in non-bankruptcy creditor claims.

Dial in from your desk, a conference room or your home.

Topics covered
  • BAPCPA / U.S. Bankruptcy Code: Key points for retirement plan assets;
  • Determination of the tax-qualified status of Plan;
  • "Opt out" states and exception to the bankruptcy code anti-stacking rule;
  • Inherited IRAs;
  • ERISA and IRC anti-alienation rules;
  • IRS Tax Levies;
  • U.S. Supreme Court cases;
  • IRAs in bankruptcy;
  • IRAs in non-bankruptcy creditor actions;
  • Treatment of IRAs with prohibited transaction;
  • Chart with state-by-state analysis of IRAs as exempt property.


Fee:
  • $29.00
  • Free if you have a Gold current consulting membership

100% satisfaction guarantee: If you are not satisfied with the webinars and want a refund, just let us know. We will refund your payment, no questions asked.

Space is limited: Sign up now to reserve your spot.

If you are unable to attend , you will be given access to the recorded version.

Please see our cancellation policy herehttp://iraeducationcenter.com/page-1836478  

Handout: A Copy of the PowerPoint Deck

 

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