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  • Utilizing Retirement Plans for Asset Protection - Part III
    Utilizing Retirement Plans for Asset Protection - Part III

    Nonqualified Plans Nonqualified plans include Individual Retirement Accounts (IRAs), Simplified Employee Pensions (SEP), deferred compensation plans, 403(b) plans with a custodial account, and plans ...

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  • Utilizing Retirement Plans for Asset Protection - Part II
    Utilizing Retirement Plans for Asset Protection - Part II

    Anti-Alienation Clause ERISA-compliant plans contain an anti-alienation clause that prohibits the creditors of the participant as well as that of the sponsoring organization from attaching the assets ...

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  • Utilizing Retirement Plans for Asset Protection - Part I
    Utilizing Retirement Plans for Asset Protection - Part I

    There are certain protections that exist under both the federal and California law that shield retirement plans from creditor claims. Such protections may be beneficial to individuals who do not only ...

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