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Webcast: Creditor Protection of Retirement Assets
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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.

12/11/2012
When: 12/11//2012
11:00:00 AM
Contact: Martha O'Hanlon


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Creditor Protection of Retirement Assets

Presented by Richard Naegele, Esq., Wickens, Herzer, Panza, Cook & Batista
Tuesday, December 11, 2012
11:00 a.m. - 12:40 p.m. CT  

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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