The Division of Retirement Plan Assets in Divorce

Rachael Leberstien, CPA |
Wealth Planning
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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 different manner, so it’s important to consult with your tax advisor.

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The Impact of Tax Reform on Divorce

Blair Talty |
Wealth Planning
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Learn about the new tax treatment of alimony and other considerations.  The new tax act changes the tax treatment of alimony for both the payer and the recipient.For divorces finalized prior to January 1, 2019, this new tax treatment will not apply and will be grandfathered under the rules of the prior law.It is important to review your settlement agreement in light of these tax law changes, and consider modification of an existing agreement if appropriate.

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Tax Return Considerations During Divorce

Rachael Leberstien, CPA |
Wealth Planning
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Don’t overlook this important element of divorce planning.   While not typically top of mind during divorce, taxes are an important consideration, especially completing your tax return.Consult with an attorney or advisor who understands the tax laws so that planning can be done before you agree to a settlement.Being equipped with information regarding divorce and tax returns early on can help you work towards a reasonable divorce settlement agreement.

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