Replay: NAEPC Webinar: Introducing the In Marriage QDRO® - A Brand New Option
Date: Friday, February 11, 2022
Time: 12:00pm - 1:00pm
Location: Virtual
Speaker: Marcus T. Foote, JD, and Stephanie N. Prestridge, JD
The In Marriage QDRO® incorporates the ability of spouses to contract under state domestic relations law with the enforcement mechanism of a Qualified Domestic Relations Order (QDRO) under federal law. This intermediate to advanced level presentation will provide a brief overview of the statutory and jurisprudential authorities allowing for an In Marriage QDRO®, then get into the most common applications. These applications include delaying RMDs by transferring funds to a much younger spouse, saving a pension in Long Term Health Planning and asset diversification by removing 401k funds to a privately managed IRA account ahead of retirement.
