Regarding 401k-2 exclusion from legal liability issues, this is state dependent with a few states where this could be a major concern and most where it may well not be. Note the issue has to do with excluding IRA assets from liability claims in non-bankruptcy situations. 401k assets are always excluded from liability and credit claims with exceptions such as income tax cases, etc.
Statistics: Posted by dbr — Sat May 04, 2024 8:27 am — Replies 2 — Views 214