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.