Gray Divorce – Helpful tips on understanding (Q)DRO income streams, pension valuations and survivor benefits. The increase in divorce for people over the age of 50 has risen significantly in recent years and the need for sound legal and financial advice is as important as ever. This article is intended [...]
How to correctly value the community property interest in a public retirement plan such as the Public Employees Retirement Association of New Mexico Often clients wish to consider offsetting the community property interest in a PERA pension against another marital asset such as the equity in a [...]
It's a simple 401(k) QDRO, what could go wrong? Although a qualified defined contribution plan QDRO is generally less complicated than a defined benefit plan QDRO, there are still areas which should not be overlooked if you are preparing your own QDRO or outsourcing to your preferred QDRO provider. The purpose [...]
How to Correctly Value the Community Property Interest In a Public Retirement Plan Often clients wish to consider offsetting the community property interest in a Santa Barbara County Employees Retirement System (“SBCERS”), CalPERS or CalSTRS pension against another marital asset such as the equity in a home or former spouse’s 401(k) [...]
Common mistakes in understanding monthly benefit calculated under a defined benefit plan QDRO. A defined benefit plan QDRO can be extremely confusing when it comes to estimating how much the participant and alternate payee can expect to receive upon retirement. This article is intended to help clarify how this calculation is done [...]
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