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Creditor Protection of Retirement Plan Assets

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Creditor Protection of Retirement Assets
Presented by Richard Naegele, Esq., Wickens, Herzer, Panza, Cook & Batista
Original Presentation Date: Tuesday, December 11, 2012
Continuing Education Credits: 2 NIPA CPE; 2 ERPA CPE

Clients frequently asked questions regarding the "safety” of funds held in a qualified retirement plan.  This session will review the asset protection features and potential weaknesses of tax qualified retirement plans and IRAs.  You will be presented with:
  • An overview of creditor protection for qualified plans and IRAs
  • The difference in protection when and individual is inside and outside of bankruptcy
  • The quirks in the law that are critical to understand in providing your clients with advice
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