Recording of Webinar/Podcast: Creditor Protection of Retirement Plan Assets- Is Your Retirement Plan


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Recording of Webinar/Podcast: Creditor Protection of Retirement Plan Assets- Is Your Retirement Plan

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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.

 

Included with your purchase: ( Immediate Download)

  • PDF of PowerPoint Deck
  • PDF of article co-authored by Richard A. Naegele, Esq. , titled "“Creditor Protection of Retirement Plan Assets”, The Practical Tax Lawyer (Spring 2017), Co-Authored with Mark P. Altieri, J.D., L.L.M., CPA, PFS
  • MP4 file of the presentation/recording
  • MP3 file of the presentation/recording

 

 

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.

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.

 

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.

Handout: A Copy of the PowerPoint Deck

 

 

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