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 Asset Division, California Divorce Dictionary, College Funding, Community Property vs. Separate Property, Debt, Divorce Financial Planning, Economy, Health Care, Marital Settlement Agreements, Neutral Financial Professional, Post divorce financial planning, Retirement Planning, Spousal Support, Taxes | No Comments »
Monday, October 19th, 2009
Qualified Domestic Relations Orders
Retirement plans such as 401(k)’s, defined benefit pension plans, and other hybrid employer sponsored retirement savings vehicles are often among the largest assets to be divided during the division of a martial estate. Many of these plans are governed by a set of federal law known as the Employee Retirement Income Security [...]
Tags: Division of Retirement Accounts, Divorce Financial Planning, Justin Reckers, Pacific Divorce Management, QDRO, Qualified Domestic Relations Orders, Retirement Accounts, Retirement Planning, Retirement Planning and divorce
Posted in Asset Division, Community Property vs. Separate Property, Post divorce financial planning, Qualified Domestic Relations Order (QDRO), Retirement Planning | No Comments »
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