[WSBARP] IRA Proceeds

[Ralph Maimon]

I understood that to be the case but I could not find a reference.
 

Ralph Maimon 
Law Office of Ralph Maimon, P.S. 
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Seattle, WA 98102
Tel: (206) 323-0911
Fax: (206) 462-1505  (New Fax Number)

rmaimon at maimonl <mailto:rmaimon at maimonlaw.com> aw.com

 


 


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From: wsbarp-owner at lists.wsbarppt.com
[mailto:wsbarp-owner at lists.wsbarppt.com] On Behalf Of Richard Wills
Sent: Friday, March 28, 2014 1:13 PM
To: wsbarp at lists.wsbarppt.com
Subject: Re: [WSBARP] IRA Proceeds


IRA proceeds paid to a designated beneficiary under the IRA agreement are
so exempt.  If the proceeds are paid, for example, to D's estate, they are
not.



On 3/28/2014 12:11 PM, Ralph Maimon wrote:


Listmates
 
I have a client whose husband with an IRA passed away recently. The
question is simple:  Is the IRA rollover in the wife's name exempt from
creditors claims  (no tax issues here).  
 




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