Grassi Advisors and Accountants - Platinum Sponsor

STUDY GROUP- Webinar: "Introducing the In Marriage QDRO® - A Brand New Option"

Date: Tuesday, February 22, 2022
Time: 5:30pm - 6:30pm
Location: ZOOM
Speaker: Marcus T. Foote, JD, and Stephanie N. Prestridge, JD

Additional Details: The In Marriage QDRO® incorporates the ability of spouses to contract under state domestic relations law with the enforcement mechanism of a Qualified Domestic Relations Order (QDRO) under federal law. This intermediate to advanced level presentation will provide a brief overview of the statutory
and jurisprudential authorities allowing for an In Marriage QDRO®, then get into the most common applications. These applications include delaying RMDs by transferring funds to a much younger spouse, saving a pension in Long Term Health Planning and asset diversification by removing 401k funds to a privately managed IRA account ahead of retirement.

If you wish to attend, please RSVP online at www.epcnassau.org  or to our Committee Chairperson:

Michael P. Ryan, Esq.

      516-393-8253

Related Document(s):

See Upcoming Event Calendar