Sacramento 916-357-5660 | Los Angeles 310-571-8896 | San Jose 408-467-3860

Individual Retirement Accounts (IRAs)

Protecting You and Your IRA

We'll help you get the most out of your IRA.

Employee Benefits Law Group has extensive experience providing expert guidance to clients with IRAs. Our expertise can help protect these accounts from violations of rules, taxes and even creditors. We'll help you:

    • Determine what investments your IRA can make without violating the prohibited transaction rules.
    • Avoid the tax on unrelated business taxable income (UBTI).
    • Work with your bankruptcy counsel to determine the extent that your IRA assets can be protected from creditors.
    • Upon death of the IRA holder, determine the timing of required minimum distributions and identify the proper beneficiaries.