Richard A. Naegele, Esq.

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.

• 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.

• $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.

Handout: A Copy of the PowerPoint Deck

SPACE IS LIMITED. REGISTER NOW AND RESERVE YOUR SPOT