Melissa Joy, CFP® is joined by Sharee Burkel, the owner of the QDRO Company, LLC, a CERTIFIED FINANCIAL PLANNER™ practitioner, Certified Divorce Financial Analyst (CDFA®), and Certified QDRO Specialist™. In this episode they discuss Qualified Domestic Relations Order (aka QDRO) in simple and easy to understand terms. If you need to divide retirement assets in divorce, you may need a QDRO. We explain the ins and outs.
- What is a QDRO
- Why do I need one?
- When should I start the QDRO process?
Resources from this episode
- The QDRO Company LLC website HERE
- Additional divorce resources and blogs HERE
Raymond James is not affiliated with and does not endorse the opinions or services of Sharee Burkel or The QRDO Company.
#divorcefinancialplanning #financialadvisordexter #financialadvisorgrossepointe
Melissa Joy, CFP®, CDFA® is the President of Pearl Planning and a Wealth Advisor for Raymond James Financial Services. Reach out for a call today at 734.274.6744. Address: 8031 Main St. Suite 302 Dexter, MI 48130