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 […]
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.
Lawgic.com Retirement Benefits Sections Updated By QDRO Attorney David Ruegg
I am proud to share that I have filmed x3 MCLE QDRO videos that were produced by Garrett Dailey and his team at Attorney’s Briefcase. There are 3 hours of video in total (1 hour each), they all qualify for participatory MCLE credit, and they all have detailed reference materials […]
New QDRO Videos Published
Learn about how to handle division of retirement accounts in volatile stock market times with Attorney David T. Ruegg, Attorney Richard R. Muir, and Valuation Expert John Madden.For the handout materials that go with this video-please email david at qdrodivision.com https://www.youtube.com/watch?v=fr7u-PG03WA
QDROs in Volatile Times
Our office is pleased to announce that our Client Portal is live for clients! The portal can be used to check status of your case, download documents and upload documents. To login to the client portal click here.
Client Portal is Up!
Family Law Attorney Friends-In the past 48 hours-I have had 6 different client appointments with the ‘out spouse’ whom in one form or another has asked me the following set of questions on the 401k account I was retained to divide via QDRO-that is ‘in progress’ but stuck due to […]
QDRO Issues-Is my ex responsible if my ex loses money ...
All-I want to take a moment to highlight some of the things I worry about-in terms of exposure of liability for the family law attorneys I work with and care about in these changing times. The following topics are in this email. Skip around to those you want to read (or […]