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

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 in support. The […]

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

QDROs In Volatile Times

I sat down for an interview on military benefits with divorce financial strategist Jason Crowley, CFA, CFP, CDFA. You can read about it here:

A Guide to Divorce and Military Benefits

Ruegg & Ruegg Partners, David and NaKesha Ruegg, where profiled originally here: Here is the link to just the Profile Part of the Magazine: Ruegg Profile Riverside Lawyer

Riverside Lawyer Profiles David and NaKesha Ruegg