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How to Handle Retirement Account Rollovers Post-Divorce? | Los Angeles Divorce

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Manage episode 489263320 series 1001827
Content provided by divorce661 and Divorce Master Radio With Tim Blankenship. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by divorce661 and Divorce Master Radio With Tim Blankenship or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
🔁 How to Handle Retirement Account Rollovers Post-Divorce? | Los Angeles Divorce 📥 Divorce is done—but how you handle your retirement account rollover can make or break your financial future. In this video, we break down what you need to know to avoid penalties, taxes, and delays when splitting 401(k)s, pensions, and IRAs. 📌 What You’ll Learn: ✔ What a QDRO is and why it’s essential for 401(k) and pension splits 📄 ✔ Why direct payouts are a BIG mistake 💸 ✔ Real-life case: how a bad rollover led to a major tax bill ⚠️ ✔ How to properly transfer IRA and retirement funds post-divorce 💼 ✔ How Divorce661 can help you do it right the first time ✅ 💡 Real Client Story: One client was advised she didn’t need a QDRO—so she took a lump-sum payout. The result? A massive tax bill. We helped her recover and taught her the correct process—but it was an expensive lesson. 💼 Why Work With Divorce661? ✔ We handle QDROs and paperwork for you 🛠 ✔ Communicate directly with plan administrators 📞 ✔ Protect your retirement from unnecessary taxes and penalties 🔐 ✔ 100% Remote Support Across California 🖥️ 📞 Not sure how to handle a retirement rollover? Visit Divorce661.com for a FREE consultation. We’ll guide you step-by-step and make sure your financial future stays secure. 💬 Have you had to divide retirement funds in a divorce? Share your experience in the comments! #Divorce661, #QDROHelp, #RetirementAfterDivorce, #Dividing401k, #DivorceTips, #FlatFeeDivorce, #CaliforniaDivorce, #TaxFreeRollover, #DivorceHelp, #ProtectYourRetirement
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2143 episodes

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iconShare
 
Manage episode 489263320 series 1001827
Content provided by divorce661 and Divorce Master Radio With Tim Blankenship. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by divorce661 and Divorce Master Radio With Tim Blankenship or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
🔁 How to Handle Retirement Account Rollovers Post-Divorce? | Los Angeles Divorce 📥 Divorce is done—but how you handle your retirement account rollover can make or break your financial future. In this video, we break down what you need to know to avoid penalties, taxes, and delays when splitting 401(k)s, pensions, and IRAs. 📌 What You’ll Learn: ✔ What a QDRO is and why it’s essential for 401(k) and pension splits 📄 ✔ Why direct payouts are a BIG mistake 💸 ✔ Real-life case: how a bad rollover led to a major tax bill ⚠️ ✔ How to properly transfer IRA and retirement funds post-divorce 💼 ✔ How Divorce661 can help you do it right the first time ✅ 💡 Real Client Story: One client was advised she didn’t need a QDRO—so she took a lump-sum payout. The result? A massive tax bill. We helped her recover and taught her the correct process—but it was an expensive lesson. 💼 Why Work With Divorce661? ✔ We handle QDROs and paperwork for you 🛠 ✔ Communicate directly with plan administrators 📞 ✔ Protect your retirement from unnecessary taxes and penalties 🔐 ✔ 100% Remote Support Across California 🖥️ 📞 Not sure how to handle a retirement rollover? Visit Divorce661.com for a FREE consultation. We’ll guide you step-by-step and make sure your financial future stays secure. 💬 Have you had to divide retirement funds in a divorce? Share your experience in the comments! #Divorce661, #QDROHelp, #RetirementAfterDivorce, #Dividing401k, #DivorceTips, #FlatFeeDivorce, #CaliforniaDivorce, #TaxFreeRollover, #DivorceHelp, #ProtectYourRetirement
  continue reading

2143 episodes

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