Sentences with phrase «retirement assets involves»

Not exact matches

That will involve diversifying assets away from the company and planning how to invest them to guarantee yourself the income stream you want at retirement.

When Brian Reed joined Computer Sciences Corporation (CSC) as the director of retirement plan assets in 2012, the company was involved in a major restructuring.

Investing and maintaining assets in an IRA will generally involve higher costs than those associated with employer - sponsored retirement plans.

A legal separation will most likely involve the division of your retirement plan assets which, if not done properly, can create big tax headaches and other issues down the road.

The bottom line: The new retirement is one that involves long - term planning and savings coupled with a willingness to consider different types of investments and new approaches to asset allocation.

The bottom line: The new retirement is one that involves long - term planning and savings coupled with a willingness to consider different types of investments and new approaches to asset allocation.

Managing retirement wealth involves trading off the enjoyment of spending one's assets on consumption against the risk of spending too much and prematurely depleting one's resources.

In addition to structuring your business appropriately, this also involves transferring assets to spouses and children where possible and investing within retirement accounts and real estate, which in some cases are out of reach.

In fact, when asked about the intended uses for indexed annuities in another recent LIMRA survey, respondents» top three responses involved retirement planning, including supplementing Social Security or pension income, accumulating assets for retirement, and receiving guaranteed lifetime income.

First, once you understand the concepts involved with investment tax location (See: «Asset allocation, tax location, and emergency cash management»), you will realize that there are tax optimization reasons to hold your allocation to bonds within your retirement accounts.

Investing and maintaining assets in an IRA will generally involve higher costs than those associated with employer - sponsored retirement plans.

It is important to retain an experienced law firm that has significant expertise with the financial issues involved in Divorce, including property division, the valuation of assets, spousal maintenance (alimony), real estate issues, cash flow schedules, balance sheet preparation, debt division, business valuation, present value calculations for pensions, the analysis of retirement accounts and various tax issues associated with Divorce.

In a high - asset divorce, some of the assets that may be involved include real estate, investment portfolios, retirement accounts, business ownerships, copyrights, and much more.

The impact of a divorce can be far reaching, especially if your home, your retirement and other assets are involved.

Mr. Fernandez represents high - net - worth clients in family law disputes involving divorce, child support, spousal support, the division and allocation of community property and separate property interests in business holdings, real estate, retirement benefits, and other assets.

Dana has represented clients in divorce cases involving substantial marital property, including business assets, retirement funds, securities, and real property.

Cases involving persons of retirement age often raise special concerns and competing generational interests about the distribution of income and assets following separation; concerns can also arise about the tension between the interests of employed persons wishing to retire and dependent persons unable to survive without spousal support.

Our NYC divorce attorneys handle the most difficult and complex divorce and family law matters such as cases involving complex division of property and assets, child custody disputes, contested alimony and child support, and division of pension plans and retirement funds.

More complex cases involve retirement accounts, investment accounts, royalties, patents, or private businesses which may be divided by complex formulas involving the date of acquisition and whether or not the asset was enhanced by the community in some way.

This involves getting appraisals for all assets of significant value, such as real estate, collectibles and retirement plans.

For example, if retirement assets (pensions, profit - sharing plans, 401 (k) plans, or other tax - deferred retirement - type plans) are involved in your case, a special court order called a QDRO (Qualfied Domestic Relations Order) or a DRO (Domestic Relations Order) or a similar type of court order dividing retirement plan interests must be prepared, approved by the retirement plan administrator, signed and filed by the judge, served on the retirement plan administrator and then implemented by that plan administrator.

Also, the division of other assets may involve your attorney preparing deeds or being involved to some degree in division of investment accounts or confirmation that proper death beneficiary designations on retirement plans and under life insurance policies is in place as required by the parties» settlement.

In more complex cases, retirement accounts, investment accounts, royalties, patents, or private businesses may be divided by complex formulas involving the date of acquisition and whether or not the asset was enhanced by the community in some way.

As a result, Larry and Divorce Resolutions ® are frequently asked to assist in Colorado divorces involving very substantial assets and marital estates with more complex property division, maintenance planning, and retirement division issues.

A financial mediator can help the couple In addition to splitting assets, and address issues involving alimony, child support, beneficiary designations and retirement plans.