Barbara Posted yesterday at 12:52 AM Posted yesterday at 12:52 AM Plan sponsor dies and his daughter is the beneficiary. (Not sure if he is married or not, but assume bene designation was properly witnessed/notarized). Assume both a DB and a 401(k) plan. If daughter is transferred the assets and rolls them to an IRA, I thought I read somewhere on this forum that the rollover assets continue to be protected from creditors - is that correct? If not, is there any way to protect the assets from creditors?
Recommended Posts
Create an account or sign in to comment
You need to be a member in order to leave a comment
Create an account
Sign up for a new account in our community. It's easy!
Register a new accountSign in
Already have an account? Sign in here.
Sign In Now