Retirement & Financial Planning Report

Managing Finances to Reduce Potential Losses in a Lawsuit

In the U.S. legal system, the slightest misstep can lead to a huge award or a sizable settlement in a lawsuit. Even without missteps, frivolous litigation is a constant risk.

Self-protection steps include:

* Incorporate any business you create, to protect your assets. For rental property, limited liability companies (LLCs) offer the benefits of asset protection along with partnership taxation.

* Buy sufficient insurance. Maximize liability coverage for your home and auto, then add a hefty “umbrella” policy for excess liability protection.

* Maximize retirement plan contributions. Federal law protects qualified retirement plans from creditors while many states make IRAs creditor-proof.

* Title property with care. Shifting property to another person will allow you to keep that property from your creditors–but that person’s creditors may have a chance to seize it. Joint ownership may protect either owner, depending on state law.

* Put money into a residence. In some states, a “homestead” is off-limits to creditors, no matter how valuable it is.

* Invest through insurance. Some states protect insurance policies and annuities from creditors. You can do your mutual fund investing through a variable annuity or a variable life insurance policy.

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See also,

Legal: How to Challenge a Federal Reduction in Force (RIF) in 2025

How to Handle Taxes Owed on TSP Roth Conversions? Use a Ladder

The Best Ages for Federal Employees to Retire

Best States to Retire for Federal Retirees: 2025

Retention Standing, ‘Bump and Retreat’ and More: Report Outlines RIF Process

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