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

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Manage episode 489978196 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 💰 If your divorce judgment awards you part of a retirement account—like a 401(k), IRA, or pension—you need to handle the rollover the right way to avoid taxes or penalties. In this video, we break down the exact steps you need to follow post-divorce to protect your retirement share. 📌 What You’ll Learn: ✔ When a QDRO is required and how it works 📜 ✔ The difference between 401(k) and IRA rollovers after divorce 🔄 ✔ Why trustee-to-trustee transfers are critical to avoid taxes 💳 ✔ Real client story: how a bad rollover led to a surprise tax bill 💥 ✔ How Divorce661 ensures every retirement transfer is done right ✅ 💡 Real Client Story: We worked with a client whose divorce awarded her a portion of her ex-husband’s 401(k). She was told she didn’t need a QDRO, and when the funds were distributed directly to her, she ended up with a surprise tax liability of several thousand dollars. We helped her correct the issue, but it was a costly mistake that could have been avoided with the right guidance from the start. 💼 Why Work With Divorce661? ✔ Flat-Fee Divorce Services That Handle QDROs and Rollovers 💼 ✔ We Coordinate With Plan Administrators and Financial Pros 📁 ✔ Remote Support for Clients Throughout California 🖥️ ✔ Step-by-Step Guidance That Prevents Expensive Mistakes ✅ 📞 Need help with retirement account rollovers after divorce? Visit Divorce661.com for a FREE consultation. We’ll help you handle it properly—so you can move forward with peace of mind. 💬 Have questions about dividing retirement accounts after divorce? Drop them in the comments! #Divorce661, #Dividing401k, #QDROHelp, #DivorceAndRetirement, #CaliforniaDivorce, #FlatFeeDivorce, #PostDivorceTips, #DivorceFinance, #RetirementRollovers, #AvoidTaxPenalty
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2136 episodes

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iconShare
 
Manage episode 489978196 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 💰 If your divorce judgment awards you part of a retirement account—like a 401(k), IRA, or pension—you need to handle the rollover the right way to avoid taxes or penalties. In this video, we break down the exact steps you need to follow post-divorce to protect your retirement share. 📌 What You’ll Learn: ✔ When a QDRO is required and how it works 📜 ✔ The difference between 401(k) and IRA rollovers after divorce 🔄 ✔ Why trustee-to-trustee transfers are critical to avoid taxes 💳 ✔ Real client story: how a bad rollover led to a surprise tax bill 💥 ✔ How Divorce661 ensures every retirement transfer is done right ✅ 💡 Real Client Story: We worked with a client whose divorce awarded her a portion of her ex-husband’s 401(k). She was told she didn’t need a QDRO, and when the funds were distributed directly to her, she ended up with a surprise tax liability of several thousand dollars. We helped her correct the issue, but it was a costly mistake that could have been avoided with the right guidance from the start. 💼 Why Work With Divorce661? ✔ Flat-Fee Divorce Services That Handle QDROs and Rollovers 💼 ✔ We Coordinate With Plan Administrators and Financial Pros 📁 ✔ Remote Support for Clients Throughout California 🖥️ ✔ Step-by-Step Guidance That Prevents Expensive Mistakes ✅ 📞 Need help with retirement account rollovers after divorce? Visit Divorce661.com for a FREE consultation. We’ll help you handle it properly—so you can move forward with peace of mind. 💬 Have questions about dividing retirement accounts after divorce? Drop them in the comments! #Divorce661, #Dividing401k, #QDROHelp, #DivorceAndRetirement, #CaliforniaDivorce, #FlatFeeDivorce, #PostDivorceTips, #DivorceFinance, #RetirementRollovers, #AvoidTaxPenalty
  continue reading

2136 episodes

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