Blogs

QDRO for Married Couples without Divorce: Pay Less Taxes/Other Benefits Part 2

A few weeks ago, we introduced a novel planning concept; the marital “Qualified Domestic Relations Order” (QDRO). Most people associate a QDRO with divorce, but divorce is not required to take advantage of this planning technique. The ERISA laws made an exception for early withdrawal penalties with the QDRO. As we know, an ERISA type […]

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QDRO for Married Couples without Divorce: Pay Less Taxes/Other Benefits

We will begin a series of blogs dealing with an innovative retirement planning concept for married couples over the next several months. Be on the lookout for information related to a QDRO for married couples. This can be an effective method of deferring tax liability, gaining control over investments, accessing retirement plan funds to pay […]

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