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Episode 17: Where is My Money? How QDROs Work with Jacki Roessler, CDFA
Manage episode 353004381 series 3390560
Contenido proporcionado por Melissa Fradenburg, CDFA® and Melissa Joy, CDFA®, Melissa Fradenburg, and Melissa Joy. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Melissa Fradenburg, CDFA® and Melissa Joy, CDFA®, Melissa Fradenburg, and Melissa Joy o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
In this episode, Jacqueline Roessler, CDFA® explains the QDRO process for post-divorce clients. Clients are often overwhelmed and confused by the length of the time it takes to put QDROs in place. Additionally, clients are confused about who plays what role in getting to the QDRO finish line and why it’s important to be proactive. If you’re wondering “where’s my money?”, this episode will point you in the right direction.
We will cover:
- What is a QDRO and why do you need one?
- The many stages of getting your QDRO processed
- When you can expect to receive your money
Resources:
- Contact Jacki via email at jacki@pearlplan.com
- Read Jacki’s blog on QDRO timing HERE.
- Find out how Jacki Roessler, CDFA® advocates for divorce clients during the divorce process by scheduling a complimentary 30-minute initial consult HERE.
- As a companion to this episode, download our QDRO Process Flowchart by clicking here: https://pearlplan.com/wp-content/uploads/2023/01/QDRO_Process_Pearl_Planning.pdf
- Read the US Government’s Accountability Office’s Recommendation on the processing of QDROs after divorce HERE.
Links are being provided for information purposes only. We do not suggest that listening to this podcast will make you wealthy. The information herein is general and educational in nature and should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change, which can materially impact investment results. Pearl Planning cannot guarantee that the information herein is accurate, complete, or timely. Pearl Planning makes no warranties with regard to such information or results obtained by its use and disclaims any liability arising out of your use of, or any tax or legal position taken in reliance on, such information. Consult an attorney or tax professional regarding your specific situation. Please note, changes in tax laws or regulations may occur at any time and could substantially impact your situation. Pearl Planning financial advisors do not render advice on tax or legal matters. You should discuss any tax or legal matters with the appropriate professional.
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