February 2015

Retirement Assets Risk Exposure to Bankruptcy Creditors

Mr. Baby Boomer worked hard his entire life and faithfully maxed out annual contributions to his individual retirement account (IRA). Mr. Boomer was diligent about arranging his affairs. Upon Mrs. Boomer’s passing he confirmed with the financial advisor managing his IRA that his beloved daughter had already been named as contingent beneficiary of his IRA.

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Fill in the form below to reserve your spot today for each person attending. If you have any questions, please call the office at 616.392.1821.

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Fill in the form below to reserve your spot today for each person attending. If you have any questions, please call the office at 616.392.1821.

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