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Many Americans affected by the partial government shutdown are tapping their retirement savings and taking other financial options.
January 24 -
Community property rules, how to divide 401(k)s and the nuances of QRDOs are just some of the specifics advisors should know.
January 10 -
Knowledge of ERISA, QDROs, DBAs and other retirement plans can avoid costly mishaps.
January 10
Francis Financial -
After Dec. 31, spouses responsible for paying alimony won’t get a tax deduction, due to a change under the Tax Cuts and Jobs Act.
December 11 -
Retirement assets received in a divorce settlement may be available to creditors, a federal court has ruled. The decision may have far-reaching consequences for clients.
November 28 -
The Trump tax overhaul could mean less after-tax money to go around.
November 6 -
Deductions for alimony payments will no longer be available Dec. 31.
November 2 -
There are hundreds of claiming strategies — using the wrong one can have major repercussions.
October 16 -
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Always check and update the beneficiary forms.
August 15 -
Divorce is expected to be different for couples who are in their advance years than when they were younger.
August 3 -
Clients must still account for gains not incurred through a sale or cash distribution.
July 10 -
One option for the higher earning spouse is to use an IRA as payment.
June 19 -
There are only two ways to transfer IRA assets tax free in a divorce proceeding.
May 15 -
For some couples, the fact that they have been drifting apart could be masked by the attention devoted to their careers or raising a family.
May 8 -
Financial advisors should immediately contact clients with prenuptial agreements to see if they’re impacted.
May 3
Rackemann, Sawyer & Brewster -
Even if a client does not use the triple tax advantage of these accounts, the benefits are still valuable.
April 13 -
Audit rates are dropping, but there are still triggers that taxpayers can avoid to further reduce their risk.
April 9 -
Being raised by a single mother and going through two divorces taught Loreen Gilbert how to be a better planner, she writes.
April 4 -
Battles will ensue over the Trump tax plan’s treatment of payments to former spouses.
February 16














