Avoiding Retirement Account Mistakes (and Updates)

Presented by Jamie S. Blum CPA, CDFA®, Director of Divorce Financial Planning at Argent Bridge Advisors

Dividing or offsetting retirement accounts can be a minefield. Should each account be divided between the clients? How should a FERS TSP be divided or offset when there are pre-tax and Roth funds in an account? How should retirement accounts be offset with other marital assets? How does the Secure 2.0 Act impact any of this? What are the new rules for 529 Plans? And more….

Location: Zoom

Costs: Free (please RSVP to Natalieb@att.net)