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How to Manage Retirement Accounts That Were Previously Shared? | Los Angeles Divorce

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Manage episode 490075487 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 Manage Retirement Accounts That Were Previously Shared? | Los Angeles Divorce 💼 If you were awarded a portion of your ex’s 401(k), pension, or IRA during divorce, there’s one thing you must do next—transfer it properly to avoid IRS penalties and secure your financial future. In this video, I’ll walk you through the exact steps to take. 📌 What You’ll Learn: ✔ What a QDRO is—and why it’s essential for 401(k)s and pensions 📄 ✔ Why IRAs don’t need a QDRO, but still require careful handling 🔄 ✔ How to avoid being taxed like you took a distribution 💸 ✔ Real story: how we helped a client recover her share of a 401(k) that was never transferred 🚨 ✔ What to do once the funds are in your name—beneficiaries, investments, and more 🧾 💡 Real Client Story: We worked with a client whose divorce judgment awarded her a share of her ex’s 401(k)—but the QDRO was never submitted. Years later, she still hadn’t received the funds. We stepped in, got the QDRO approved, and moved the retirement money into her account—with zero penalties. 💼 Why Work With Divorce661? ✔ QDRO & IRA Transfers—Done Right and On Time 📆 ✔ Avoid Penalties and Preserve Your Retirement 💸 ✔ Flat-Fee Divorce and Judgment Support Throughout California 🌐 ✔ 100% Remote and Streamlined ✅ 📞 Need help finalizing your retirement transfer after divorce? Visit Divorce661.com for your FREE consultation. We’ll protect your money—and your future. #Divorce661, #QDRO, #DivorceAndRetirement, #CaliforniaDivorce, #FlatFeeDivorce, #IRAtransfer, #401kSplit, #RetirementAfterDivorce, #DivorceHelp, #FinancialFreedom
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2131 episodes

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iconShare
 
Manage episode 490075487 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 Manage Retirement Accounts That Were Previously Shared? | Los Angeles Divorce 💼 If you were awarded a portion of your ex’s 401(k), pension, or IRA during divorce, there’s one thing you must do next—transfer it properly to avoid IRS penalties and secure your financial future. In this video, I’ll walk you through the exact steps to take. 📌 What You’ll Learn: ✔ What a QDRO is—and why it’s essential for 401(k)s and pensions 📄 ✔ Why IRAs don’t need a QDRO, but still require careful handling 🔄 ✔ How to avoid being taxed like you took a distribution 💸 ✔ Real story: how we helped a client recover her share of a 401(k) that was never transferred 🚨 ✔ What to do once the funds are in your name—beneficiaries, investments, and more 🧾 💡 Real Client Story: We worked with a client whose divorce judgment awarded her a share of her ex’s 401(k)—but the QDRO was never submitted. Years later, she still hadn’t received the funds. We stepped in, got the QDRO approved, and moved the retirement money into her account—with zero penalties. 💼 Why Work With Divorce661? ✔ QDRO & IRA Transfers—Done Right and On Time 📆 ✔ Avoid Penalties and Preserve Your Retirement 💸 ✔ Flat-Fee Divorce and Judgment Support Throughout California 🌐 ✔ 100% Remote and Streamlined ✅ 📞 Need help finalizing your retirement transfer after divorce? Visit Divorce661.com for your FREE consultation. We’ll protect your money—and your future. #Divorce661, #QDRO, #DivorceAndRetirement, #CaliforniaDivorce, #FlatFeeDivorce, #IRAtransfer, #401kSplit, #RetirementAfterDivorce, #DivorceHelp, #FinancialFreedom
  continue reading

2131 episodes

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