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Why You Need Pension Review Before the Divorce is Final in Every Case

Why should attorneys involve a Certified Divorce Financial Analyst® to evaluate the pension before the divorce is over? Have you ever had a case that blew up after the Judgment was entered because a plan you agreed to divide was indivisible? Are there pros and cons related to equalizing all 401k/IRA accounts as of a certain date versus dividing each one individually? Do you ever have questions about how the State of Michigan, Civil Service and Military plans work? Let Jacki Roessler, Certified Divorce Financial Analyst®, show you how to protect yourself and leave the guesswork out.

While we are familiar with the tax provisions of the issues that will be presented, Pearl Planning is not qualified to render advice on tax or legal matters. You should discuss tax or legal matters with the appropriate professional. Investment advisory services offered through Pearl Planning, a DBA of Stephens Consulting LLC., an SEC registered investment advisor.

Oct 21, 2022 10:00 AM in Eastern Time (US and Canada)