Luncheon: Accounting For Asset Tax Status In Property Division: Choices And Tradeoffs
Presented by Joe Rosenberg, MBA, MA, CFA, CDFA. Having assets with varying tax status poses complications for marital property division. Assets such as cash, vehicles and household items that won’t be sold, plus Roth IRAs, will not be taxed in the future. However, most traditional IRA and 401K retirement account assets will eventually pay at [...]