Avoiding Retirement Account Mistakes (and Updates) – Jaime S. Blum, CPA, CDFA®

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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 [...]

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