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

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

This field is for validation purposes and should be left unchanged.
Your Name*
Please do not share personal information such as account numbers, social security numbers, birth dates, etc. on this form.

Industry Insights

Investing in Bonds & Stocks 101

Investing in Bonds & Stocks 101

When it comes to constructing a portfolio it is generally not a matter of stocks or bonds, it is a matter of both. As a matter of fact, there are two other asset classes, cash and alternative investments that also should also be considered for a well-diversified...

read more
Year-End Tax Planning

Year-End Tax Planning

  Authors: Jennifer Wallace, CPA and Jason A. Mendick INDIVIDUALS Tax planning can help you minimize your tax liability in both the current year and future year giving you, rather than the government, the use of your money for investment, business, or personal...

read more