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January 20, 2021
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Tag: Retirement Accounts

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Divorce Planning

Transferring IRA Assets During Divorce

In this article, we address divorce and transfer of Individual Retirement Account (IRA) Assets.  We focus on the Traditional IRA because the rules for transfers are more restrictive than for a Roth …

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fig 11 05 2018 05 48 31 348x215 - Impact of Retirement Account Split
Divorce Planning

Impact of Retirement Account Split

An area where many individuals get into tax trouble is when splitting their Qualified Retirement Accounts (QRPs) and Individual Retirement Accounts (IRAs).  Once you have come to the revelation that …

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fig 11 05 2018 05 43 30 348x215 - Preparing For the Divorce – Assessing Your Financial Condition
Divorce Planning

Preparing For the Divorce – Assessing Your Financial Condition

One of the situations that we see in many family situations is where one spouse is the primary caretaker of the financial obligations for the family. That person may have …

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