Comments on: 401(k) & Qualified Domestic Relations Orders (QDRO)

By: Review of 2009 Stats – Getting Your Financial Ducks In A Row

Review of 2009 Stats – Getting Your Financial Ducks In A Row — Fri, 01 Jan 2010 19:32:57 +0000

[...] 401(k) & Qualified Domestic Relations Orders (QDRO) [...]

By: How QDRO Impacts NUA – Getting Your Financial Ducks In A Row

How QDRO Impacts NUA – Getting Your Financial Ducks In A Row — Sat, 26 Sep 2009 22:55:59 +0000

[...] QDRO: Qualified Domestic Relations Order – this is a method for permitting distributions from a qualified retirement plan (not an IRA) in the event of a divorce. What happens is that, upon the decreed division of assets, if the retirement plan (such as a 401(k) or 403(b)) of one spouse is chosen as an asset to be divided and a portion given to the other spouse, a QDRO is issued. This QDRO allows the division to occur without penalty… otherwise, making a distribution from a qualified plan before age 59½ would result in penalty and possible taxation, as we all know. The QDRO provides a way for the receiving spouse to rollover the funds into an IRA of her own, without tax or penalty to either spouse. [...]

By: Early Withdrawal of an IRA - 72(t) Exceptions – Getting Your Financial Ducks In A Row

Sat, 11 Apr 2009 16:25:22 +0000

[...] §72(t)(2)(C) – qualified domestic relations order (QDRO) – upon a divorce settlement [...]

By: SOSEPP & How a QDRO Affects It – Getting Your Financial Ducks In A Row

SOSEPP & How a QDRO Affects It – Getting Your Financial Ducks In A Row — Fri, 20 Mar 2009 21:59:26 +0000

[...] addition to the 72(t) exception available for folks with a QDRO (see this post), there is also the question of how a QDRO impacts an established Series of Substantially Equal [...]