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Ep 24: Retirement & Divorce – Navigating the Retirement Accounts & Other Assets (Part 2)
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Donna Kendrick에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Donna Kendrick 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
Going through a divorce at any age is difficult but doing it near or in retirement adds all sorts of additional complications. On part two of this conversation, we’ll talk about some of the financial mistakes we see people make in the midst of a divorce when it comes to other assets besides the house.
Here’s some of what you’ll learn on this episode:
- The asset(s) you choose might have significant tax implications that you need to factor into the decision. (3:31)
- What is a QDRO and what does it mean for retirement savings accounts? (5:42)
- Why we always recommend clients look at their beneficiaries on retirement accounts during this process. (9:02)
- How to take cash from a settlement and make them retirement funds. (10:55)
- The first steps any person thinking about divorce should be taking to prepare their assets. (12:50)
Check out part one: https://sephtonfinancial.com/2022/08/ep-23-retirement-divorce-how-do-you-handle-your-home-part-1/
Get additional financial information: https://sephtonfinancial.com/podcasts/
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