They are no longer exempt from creditors & bankruptcy proceedings. A SCOTUS ruling raises eyebrows. On June 12, 2014, the Supreme Court ruled 9-0 that assets held within inherited IRAs by non-spousal beneficiaries do not legally constitute “retirement funds.” Therefore, those assets are not protected from creditors under federal bankruptcy statutes.1,2 This opinion may have […]
Less Protection for Inherited IRAs Read More
WALL STREET TAKES JOBS DATA IN STRIDE In August, a notable hiring streak ended: for the first time since January, the economy failed to create 200,000 new jobs during a month. Investors were disappointed by the news from the Labor Department, but it came with a silver lining: the moderation in job gains may give
Growth Report for Monday, September 8, 2014 Read More
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