In addition to promoting more robust conversations between professionals and their clients, the In Marriage QDRO® can eliminate penalties. As detailed in the chart below, a client may liquidate retirement funds prior to age 59.5 without incurring a ten percent penalty.
401(k) Plans, Corporate Pension Plans, Profit Sharing Plans and State-Deferred Compensation Plans
A tool previously associated with divorcing spouses works for married couples, allowing them unrestricted access to retirement benefits without penalty. Unrestricted, non-penalized access offers more effective estate planning and protection opportunities for those who serve married clients.
Use the form to the right to get in touch with us via email and we will do our best to respond to you within 24 hours.