Are Retirement Accounts Protected from Creditors and Lawsuits
Carlin Financial Group Carlin Financial Group
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 Published On Nov 12, 2021

When discussing creditor protection many people are concerned about the safety of the funds they have saved for retirement. The same is true in regard to lawsuits. Are IRAs protected from lawsuits, what about 401(k)s? As you will learn in this video, the federal government provides certain protections for your retirement accounts but there are different rules for 401(k) creditor protection and IRA creditor protection. While you will discover certain employer sponsored plans covered at a federal level, IRA protection from creditors tends to vary by state. Watch to learn more about how your qualified accounts could be protected or what other options you could have.

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DISCLAIMER
**Investment advisory services offered through Foundations Investment Advisors, LLC, an SEC registered investment adviser.
All episodes recorded prior to August 16, 2023 were recorded while we were registered at a previous RIA. This video is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Carlin Financial Group is an independent financial services firm that utilizes a variety of investment and insurance products. 1094693-11/21

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