Episode 85: Qualified Domestic Relation Orders with Sharee Burkel

Women's Money Wisdom

English - October 12, 2021 10:00 - 30 minutes - 21.1 MB - ★★★★★ - 11 ratings
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Previous Episode: Episode 84: Understanding Spousal Support with Peter Bissett

Next Episode: Episode 86: Demystifying the FAFSA Form with Ann Garcia

Melissa Joy, CFP® is joined by Sharee Burkel, the owner of the QDRO Company, LLC, a CERTIFIED FINANCIAL PLANNER™ practitioner, Certified Divorce Financial Analyst (CDFA®), and Certified QDRO Specialist™. In this episode they discuss Qualified Domestic Relation Order (aka QDRO) in simple and easy to understand terms. If you need to divide retirement assets in divorce, you may need a QDRO. We explain the ins and outs.

You will learn:

A QDRO is a legal document that divides a financial asset, specifically retirement plans pursuant to divorce.Why do I need one drafted?How do I start the QDRO process?What happens if I never ordered the QDRO after my divorce was final?

Resources:

The QDRO Company LLC website HERE.Learn more about Sharee Burkel, CFP®, CDFA®, CQS™Additional divorce resources and blogs HERE.

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