The CPA Journal Millennium Series - Creditors' Rights: Tax-Qualified Plans and IRAs - ERISA's anti-alienation protection provides qualified plans with substantial protection from creditors. Recent developments have given ERISA-like protection to IRA plans, but with qualifications and exceptions that vary from state to state.
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|Authors:||Altieri, Mark P.; Naegele, Richard A.|
The CPA journal. - New York, NY : New York State Soc. of Certified Public Accountants, ISSN 0094-2049, ZDB-ID 8606109. - Vol. 70.2000, 10, p. 22-31
Protect Retirement Assets - New bankruptcy legislation has clarified debtor and creditor rights. Here's a review of the rules in federal bankruptcy proceedings, in state law garnishment and in attachment proceedings, where there is confusion. For CPA-financial planners who offer investment advice.
Altieri, Mark P., (2006)
Naegele, Richard A., (2005)
Naegele, Richard A., (1998)
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