Consumer Education: Estate Planning
Eleven financial strategies to consider during your divorce
Tuesday, June 1st, 2010
1) IRS rule 72(t) allowing hardship withdrawals without the 10% penalty from 401(k) plans during divorce can help cash flow problems during dissolution proceedings;
2) The Government Pension Offset and Windfall Elimination Provision are federal Social Security rules that often unexpectedly reduce Social Security retirement benefits in divorce situations and may cause inequity;
3) An apples to [...]
Tags: capital loss carry-forward, Dependency Exemption, Division of Retirement Accounts, Divorce Financial Planning, Justin Reckers, Pacific Divorce Management, Qualified Domestic Relations Orders
Posted in Consumer Education: Divorce, Consumer Education: Estate Planning, Consumer Education: Health Care, Consumer Education: Retirement Planning, Consumer Education: Taxes, Divorce Financial Planning, Post divorce financial planning, Professional: Neutral Financial Professional | No Comments »
Life After Divorce: Beneficiary Designations
Wednesday, July 15th, 2009
Have You Changed all Your Beneficiary Designations?
In January 2009; the U.S. Supreme Court ruled (Kennedy v. DuPont Plan Administrator) against a woman suing her late father’s pension plan for money her mother received, even thought the mother had forfeited her rights to the pension in their 1994 divorce. The Supreme Court determined the beneficiary designation [...]
Tags: Beneficiary Designations after divorce, Divorce Financial Planning, Financial Life After Divorce, Justin Reckers, Pacific Divorce Management, Post divorce financial planning, post divorce wealth management, Retirement Planning and divorce
Posted in Consumer Education: Divorce, Consumer Education: Estate Planning, Consumer Education: Retirement Planning | No Comments »
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