QDRO and Retirement Valuations
In many marriages, retirement entitlements constitute a significant portion of the marital estate. Our litigation support team, with a combined fifty years of experience, assists litigants, attorneys, and other professionals with the evaluation of the marital interests in these entitlements.
Often, a retirement plan must be divided pursuant to a court order. Whenever possible, our team consults with each retirement plan to draft an order that fulfills the terms of the parties’ agreement while complying with the plan’s terms and specific requirements.
Capaldi, Reynolds, and Pelosi has worked with New Jersey courts, counsel, mediators, and litigants to help formulate and implement workable agreements for the division of retirement benefits. Our goal is to ensure all parties fully understand the implications of this process, which has significant ramifications for them. We value the confidence the legal community places in our work and are proud to be a trusted resource.
To review our process for drafting the language for an order, please click below.
To learn more about retirement plan valuations, please click below.
Meet Our Litigation Forensics & Valuation ExpertS
Lois S. Fried, CPA, CFE, CVA, ABV
Partner
Please tell us about your QDRO inquiry by filling out the form below, or call us.
"*" indicates required fields
Industry Insights
Ask your Accountant: Family Gifts
Taxes on Gifts from Parents My parents gave me a gift of $100,000. How do I pay the taxes due? The good news is that you don’t owe any taxes on gifts that you receive. Gifts are not considered income for either federal or New Jersey income tax purposes. However, if...
Required Minimum Distribution
Sadly, the money that we defer from taxes in our 401(k)s and IRAs during our working lives must eventually leave the shelter of the retirement umbrella whether we like it or not. What is a required minimum distribution? The discussion below is not relevant to...
A Little Planning Can Go a Long Way
By Clayton Himstedt, CPA, MBA The passing of a loved one is often a very difficult time in an individual’s life. In the case of a long term illness, the loved one has the time to inform family members of the estate assets and the proper distribution of those assets....
Estate Planning Is As Important As Ever
By Arthur M. Brown, JD, LLM, CPA Levine, Staller, Sklar, Chan & Brown, P.A. Many of our clients associate estate planning with tax planning. While estate planning is often driven by a desire to minimize estate tax, tax savings is only one aspect to consider....
To pre-pay or not to pre-pay?
To pre-pay or not to pre-pay? That was the question that was the topic of many discussions relating to taxes at the end of 2017. However, it only scratches the surface of the issues resulting from the passage of the Tax Cuts and Jobs Act (Act). Most, if not all,...
Retirement Planning: The Accumulation Phase
Retirement Planning is by far one of the most important areas of financial planning and one that we allocate a good portion of our time and resources to address. We break retirement planning up into two distinct phases: 1) Accumulation Phase 2) Distribution Phase The...