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.

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Handout: A Copy of the PowerPoint Deck