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Don’t Forget Your 401(k)!
A recent study showed that half of American adults who have participated in a 401(k) or equivalent retirement plan, but who have changed jobs, have left at least one of their accounts with a previous...
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What to Do With Your Social Security Tax Holiday
The Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 provides a one-year tax “holiday” for taxpayers by reducing the amount of Social Security taxes collected. A tax...
View ArticleFlash Point: Court Should have Reevaluated Retirement Account when Entering QDRO
In a second appeal, the husband challenged the trial court’s finding after remand that would cause him to bear the majority of a retirement account’s loss when entering a QDRO. In its original...
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IRA Transfers and Withdrawls
Let’s talk Individual Retirement Accounts (IRAs). Nationally, the amount accumulated in IRAs is approximately 25% of all retirement wealth. It is very likely that IRAs will be divided in a divorce...
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