Don’t leave money on the table or with the tax man. Determining the proper division of retirement assets in a divorce and the actual distribution of these assets is very complex. Learn about the importance of the QDRO in splitting retirement plan assets in divorce. Each type of retirement asset must be handled in a
This investment insight discusses a more refined method of managing and mitigating loss. The concept of risk is typically not well defined and can even be subjective, making “risk arithmetic” challenging to understand if not outright misleading. Standard deviation, the broadly used default risk metric, has significant limitations. The concept of “drawdown” is a more
Planning for this potential risk is critical for corporate executives. As a corporate executive, the amount of your future earnings can be negatively impacted if you become disabled through illness or injury. When considering the effects of a disability, you should first examine what existing coverage you have in place through your executive compensation program.