Tag: IRA Creditor Protection

Joint & Survivor Annuity (qualified) Non-Spouse Creditor Protection

Weeks ago, I commented on Forbs post regarding establishing a “conduit trust” for a non-spousal IRA beneficiary, usually an adult child.  The attorney was recommending such a trust from a creditor protection standpoint relative to the IRA beneficiary.  In June of 2014, the Supreme Court ruled a non-spousal inheritance of an IRA isn’t protected as “retirement funds” relative to the non-spousal Beneficiary.   Therefore, inherited IRA funds may be seized in…

New Podcast Interview

David Macchia's Outstanding Advisor Podcast S01 E04 - Gary Mettler | Outstanding Advisor Podcast #004 >LISTEN HERE<