The LEARNING library

Are Your Assets Protected?

Have you ever wondered if your retirement assets are protected from bankruptcy and lawsuits? Perhaps you’ve never had to consider such a thing. But the way 2020 is going, at this point it feels like anything could happen! In the words of Ed Slott, “In the current environment with so many small businesses on the brink of closing and struggling employees in limbo, increased bankruptcy filings could be around the corner. It is imperative to understand which accounts hold what protections, and how retirement assets are shielded from those anxious to get a piece of the nest egg.”

We’re going LIVE today to talk about it! Also, Heidi has some deadline updates, and we’ll celebrate Social Security’s 85th birthday!