Beyond the QDRO: Financial and Tax Considerations in Dividing Retirement Assets

Description

Dividing retirement assets in divorce involves more than simply splitting account balances. This webinar will explore key financial and tax considerations, including QDROs versus IRA transfers, traditional versus Roth retirement accounts, liquidity needs, and why equal account values may not result in equal financial outcomes. We will also highlight common pitfalls and practical strategies to help family law attorneys achieve more informed and financially sound settlement outcomes for their clients.

Speaker

Larysa Prytula, CFP

MCLE

1.00 Legal Specialization Credit in Family Law