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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 10Francis 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