So your judgment from 5 years ago says you are to receive $50,000 from your ex’s 401(k) account….but doesn’t mention gains or losses….so do you get $50,000 plus gains and you receive $80,000 as of today? Or do you only get the $50,000 flat and your ex keeps all the […]
Uncategorized
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 from before marriage-do you know what to do? If not, try listening to this podcast for some tips!
What Happens To My Separate Property Claims If I Can ...
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 educate yourself.
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 know the differences between a defined contribution, defined benefit, and cash balance plan? No? Then you should listen to this podcast!
Differences Between Defined Contribution, Defined Benefit, and Cash Balance Plans
Here is an analogy of a ‘valuation date issue’: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 Bank of America Account balance)In 2020 Albert’s divorce completed and Albert is ordered to split his account 50-50 […]
Here Is An Analogy Of A Valuation Date Issue
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 This ...
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 401K 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.