This past June, an important ruling from the Supreme Court found that an inherited IRA is not protected as retirement funds. If a beneficiary of inherited IRA funds files for bankruptcy, the funds they inherited could be subject to creditor claims.
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September 29, 2014 | Should I Worry About Protecting My IRA?
This past June, an important ruling from the Supreme Court found that an inherited IRA is not protected as retirement funds. If a beneficiary of ...
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July 31, 2014 | Asset Protection Planning
A recent decision from the Supreme Court means there’s no better time than now to review your estate plans and ensure that you have identified ...
Learn MoreMay 22, 2014 | Beneficiaries
Those who have spent a good amount of time contributing to their IRA might have questions when it’s time to decide beneficiaries. For example, is ...
Learn MoreMay 2, 2014 | 401K
If you have spent your working and pre-retirement years pouring into, rather than having to tap into, your retirement savings, congratulations! You’re on your way ...
Learn MoreJanuary 22, 2014 |
The fear that a person’s adult children will mismanage their inheritance is not uncommon. Luckily, the field of estate planning offers many tools to assist ...
Learn MoreOctober 8, 2013 |
It is never too early to start planning for a long and comfortable retirement. A major part of retirement planning is safeguarding assets from the ...
Learn MoreAugust 27, 2013 |
One important asset that many people pass on to their beneficiaries is their Individual Retirement Account (“IRA”). For many people, it is important to protect ...
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