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Clubhouse – October 21, 2024 12 PM – virtual
October 21 @ 12:00 pm - 01:00 pm
Join us for the Collaborative Clubhouse Chat at 12:00 noon on Monday, October 21, 2024.
A link will be provided prior to each program.
Topic: Avoiding Retirement Account Mistakes (and Updates)
- 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….
Presenter: Jamie S. Blum, CPA, CDFA®