How are retirement plan assets handled during a divorce?

By Rock A. Tate
July 09, 2012

A Qualified Domestic Relations Order, or QDRO, will specify the terms under which you or your former spouse can receive an interest in a qualified retirement plan, such as a 401(k) or pension. To avoid mandatory withholding, make sure the transfer is made directly from one qualified, tax exempt account to another.

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Rock A. Tate is a Financial Advisor, CERTIFIED FINANCIAL PLANNERâ„¢ at The Tate Group at Morgan Stanley Smith Barney.

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July 09, 2012
Categories:  Financial Issues|FAQs

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