All Wealth Planning Content

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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Protecting Your Executive Income in the Event of a Disability

Bruce L. Carrow, CFP®, CLU®, ChFC®, AEP®, CAP® |
Wealth Planning
Worried couple

 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.

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The Impact of Tax Reform on Divorce

Blair Talty |
Tax Reform
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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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