Click here to watch It’s Not Luck: Avoiding QDRO Traps for Divorce Attorneys (Advanced Session).
In this informative presentation, Pearl Planning’s Jacki Roessler, CDFA outlines how to avoid QDRO traps as the rules are always changing. Watch now for the top traps to avoid in 2023.
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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.
Melissa Joy, CFP®, CDFA® is President and Wealth Advisor at Pearl Planning. Reach out for a call today at 734.274.6744.
Episode 161: Teaching Teens the Value of Money