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Individual Retirement Account (IRA) Division of Assets

Fox Rothschild LLP

Should You Convert Your IRA/401K To An Annuity?

Fox Rothschild LLP on

This is an odd topic for a family law blog until I started to think about. Today’s on line Marketwatch website featured an article by Chris Farrell about whether retirees should consider rolling assets from defined...more

Burns & Levinson LLP

The SECURE Act – Considerations for January 2020

Burns & Levinson LLP on

Often times in a divorce matter, the two biggest assets the parties have are their house and retirement accounts. While everyone was busy with the recent holiday rush, President Trump signed the SECURE Act into law as part of...more

Burr & Forman

Dividing IRAs in the Context of a Divorce – No Good Deed Goes Unpunished

Burr & Forman on

The recent United States Tax Court case of Jeremy Ray Summers v. Commission, T.C. Memo 2017-125, is an example of the old adage that “no good deed goes unpunished.” The case also highlights how sometimes form triumphs over...more

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