The Wrong Way to Split an IRA in a Divorce

Sep 12 2017

There are some special considerations for splitting IRAs pursuant to a divorce. Unlike qualified retirement plans, you do not need a qualified domestic relations order (QDRO). However, the split must be addressed by a divorce decree. If an IRA is split before the divorce decree is issued, you can be subject to taxes and penalties. […]

How Advisers Can Help Same-Sex Couples Navigate Legacy Issues

Sep 05 2017

Same-sex marriage is now legal in the US and in many other countries. However, before marriage was legal, same-sex couples may have registered as domestic partnerships in their states. If such couples divorce, they may still be legally bound with respect to debts and estates. Couples should check with their state whether they need to […]