Personal Financial Planning - IS YOUR RETIREMENT PLAN REALLY SAFE?
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|Authors:||Naegele, Richard A. ; Altieri, Mark P.|
Journal of accountancy : publication of the American Institute of Certified Public Accountants. - Jersey City, NJ : Inst., ISSN 0021-8448, ZDB-ID 2193590. - Vol. 199.2005, 4, p. 34
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)
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.
Altieri, Mark P., (2000)
Naegele, Richard A., (1998)
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