You were right. As I write this the S&P 500 is up 4.65% for the year. This December has been one of the worst in years. There is no Santa Claus rally this year.
Many 401(k) plans have a very limited selection of financial products and most of them are equity products. And, of course, an annuity cannot be held in a 401(k).
With the In-Marriage QDRO one spouse can transfer a portion of a 401(k) to an IRA owned by the other spouse. That IRA can be a self-directed IRA. All sorts of financial products can be purchased and held in an IRA, including real estate and annuities.
In 2017 the S&P 500 gained over 21%. You can hold onto ...
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Are you happily married but unhappy with your 401(k) investment choices?
Then the In-Marriage QDRO is the perfect solution for you!
Transfer 401(k) or other ERISA money to an IRA owned by your spouse. No tax penalties. Employer matching contributions continue. In the IRA , buy the investments you and your spouse want and not those imposed upon you by the Plan Administrator.
Right now, some people are concerned about a market correction. Some people are buying annuities or uncorrelated alternative investment products. The In-Marriage QDRO also solves other estate planning issues.
I am the only attorney in Nebraska who knows how to do an In-Marriage QDRO. Call or email me today and learn about this ...
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One hundred thousand dollars. That’s the national average annual cost for a nursing home.
Genworth Financial is one of the nation's leading underwriters of long-term care insurance policies so its data is good. In Alaska, the cost is over $300,000 per year so there is a wide range in costs throughout the United States.
The median cost per year grew 6.7% from 2017 to 2018. That well out-paced inflation.
Long-term care insurance is one way to shift that risk but some people can't qualify for a policy because it is medically underwritten. In fact, the number of long-term care policy purchases have declined in recent years.
One of my services involves asset protection from the high cost of nursing homes.
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