If you have separate property claims in your 401(k) or similar retirement account and you are not able to access your records to prove your claims…do you know what to do? Listen to this podcast to find out!
Do you know what a Deferred Retirement Option Program (DROP account) is? Do you know whether or not the DROP account in your matter is community property or separate property? If not-you should listen to this podcast to learn more!
What is a DROP account?
Do you know how a Gillmore Election works? Do you think it is the right move for your case or do you think your ex may try and do it? Listen to this podcast to more fully understand what it is, how it works, and the implications-both positive and negative-of […]
Do you know what a Gillmore Election is?
Have you heard the term ‘elective service credit’ before? Do you think it may apply to your case? Do you know what to do? If not-you should listen to this podcast to learn more.
What is an elective service credit?
Do you want to know the differences between a defined contribution, defined benefit, and Cash Balance plans? Then listen to this podcast!
Differences between Defined Contribution, Defined Benefit, and Cash Balance Plans
Here is an analogy of a ‘valuation date issue’ with a 401k QDRO and why sometimes I need to ask for records AFTER date of separation: In 2010 Albert had $100 at Bank of AmericaIn 2013 Albert separated from Betty.In 2015 Albert transferred $105 to Wells Fargo (100% of the […]
Why we sometimes ask for records AFTER date of separation ...
Are you a Teacher in CalSTRS? Are you a Los Angeles County LACERA member? Are you part of a retirement system that does not pay into social security? You may want to listen to this podcast to find out how federal preemption and California Family Code 2550 may create a […]
Social Security Windfall Elimination Provisions-Ex Receives 1&1/2 Pensions and You ...
If you think your ex is hiding retirement accounts from you, this podcast goes over some tips on what you should do and where you should look.
Think your ex is hiding retirement accounts? Listen to ...
In this Podcast-I discuss the mistakes parties and family law attorneys make conceptually with loans against 401(k) accounts and valuation date issues with regard to transactions related to 401(k) and similar accounts. Enjoy! -david ruegg
New Podcast on Loans against 401(k) Accounts and Valuation Date ...
I am honored to be the new contributing editor/author of the retirement benefits section of the lawgic.com software program for drafting marital settlement agreements. A big thank you to Attorney Garrett Dailey for this opportunity.