I was recently interviewed for the Divorce Resource Podcast by Ani Mason, local Family Law Attorney and Collaborative Divorce Attorney.
Ani had lots of great questions about the sometimes confusing – but extremely important- world of retirement assets, which play a big role in many divorce settlement negotiations.
During the podcast, we discussed the following topics:
- Retirement Accounts 101: What’s so special about retirement accounts? (3:00)
- Employer Retirement Plans vs. Personal Retirement Accounts: What’s the difference? (4:22)
- Explaining common Employer Retirement Plans — 401(k), pension (5:51)
- Explaining common Personal Retirement Accounts — traditional IRA, Roth IRA, annuity (8:48)
- Divorce Settlement Strategy: When should a divorcing spouse seek none/part/all of the retirement assests in their divorce settlement? Assessing liquidity, tax impact, and balance. (12:10)
- How I work with individuals and couples (18:00)
Listen at kem-law.com: Retirement Assets & Divorce
Listen at iTunes: Retirement Assets & Divorce
Ani Mason hosts “The Divorce Resource,” a podcast designed for listeners who are contemplating, going through or recovering from a separation or divorce. Each episode features an interview on a divorce-related topic. Her approach to divorce – like our podcast – is holistic, touching on the legal, financial, psychological, spiritual and practical implications of separating from a spouse. She also blogs at kem-law.com, the website for the Collaborative Law and Mediation Offices of Katherine Eisold Miller.
An experienced family lawyer, Ani Mason serves clients who are seeking less destructive options for divorcing, including collaborative law and mediation. Family conflict is comprised of many elements—legal, financial, psychological—and Ani is committed to providing her clients with divorce options that address the full spectrum of their goals and concerns, as holistically as possible. Her approach is to demystify the law and explain legal concepts in understandable terms so that families, who are the true experts in how best to resolve their conflict, have all the information and tools they need to make the right decisions about their future.
The information contained in this report does not purport to be a complete description of the securities, markets, or developments referred to in this material, is not a complete summary or statement of all available data necessary for making an investment decision, and does not constitute a recommendation. The information has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing material is accurate or complete. Any opinions are those of Sara Stanich, CFP and not necessarily those of RJFS or Raymond James. Investments mentioned may not be suitable for all investors. Withdrawals from bank savings accounts may have tax liability if income is earned. Taxes are not owed when qualified distributions are taken from IRA accounts; however, non-qualified withdrawals may be subject to taxes and/or penalties. You should discuss any tax or legal matters with the appropriate professional. Every investor’s situation is unique and you should consider your investment goals, risk tolerance and time horizon before making any investment. Investing involves risk and you may incur a profit or loss regardless of strategy selected. Be sure to contact a qualified professional regarding your particular situation before making any investment or withdrawal decision.
The opinions and services of Ani Mason, Katherine Eisold Miller and kem-law.com are independent of Raymond James. Any links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members.
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