What People Are Saying About Us
IMQ Application #13: Buy Property with 401k funds
Posted on: December 21, 2021
Imagine the ability of taking the money in your 401k and purchasing real estate instead of keeping your investments in the stock market rollercoaster. This can be done with the In-Marriage QDRO ®. If you know
Read More →IMQ Application #4: Save Client’s Pension from the Nursing Home
Posted on: December 21, 2021
Have you ever been able to save 100% of a client’s pension when he/she is going into a nursing home? Often, the spouse who remains at home gets their income cut in half or worse. We have developed a strategy t
Read More →IMQ Application #2: Delay RMDs
Posted on: December 21, 2021
Do you have clients who complain about having to take Required Minimum Distributions (RMDs)? If any of these clients have younger spouses (in excess of 5 years), then we can help solve this issue. With the use
Read More →IMQ Application #3: Roth IRA Conversions
Posted on: December 21, 2021
Do you have any clients that want to take advantage of Roth IRA tax rules, but cannot because their income exceeds $200,000 or all their funds are tied up in the 401(k)? We can help. One can use the In Marriag
Read More →IMQ Application #7: I Need Cash
Posted on: December 21, 2021
Dipping into your retirement account for a cash distribution is a risky move. However, sometimes it needs to be done. Whether to pay debt, recover from a pandemic, pay for kids’ college or to build a dream h
Read More →What’s in it for You?
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.
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