How to Protect My Retirement Savings

August 17, 2021
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Sal Geraci and Travis Hutchinson discuss:

  • The impact of a recent Supreme Court decision allowing creditor claims against inherited IRAs.
  • Federal and state rules covering creditor claims against retirement accounts.
  • Common mistakes made in IRA succession planning.
  • New IRS for IRA rollovers.

Refreshments and light hor d'oeuvres will be served at 5:30 pm.


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