First in a series.
I'll start out with maybe the best application and this is an actual case from Louisiana. Wife had dementia and was admitted to a nursing home. Her ERISA monthly pension was transferred to her well husband. Result? Over $23,000 per year was saved.
The lawyer who did this IMQ said, "They thought we had hung the moon!" They had.
Contact me if you want to learn more. ...
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Earlier this year were you worried about a market decline?
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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