Top 5 Checklist for Splitting IRAs Under a Divorce Settlement
Aug 20, 2018
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By Denise Appleby, APA, CISP, CRC, CRPS, CRSP
When IRAs are part of a divorce settlement, take care that awarded amounts are transferred properly to the recipient spouse. Mistakes could have negative tax and penalty consequences for the former spouses. These five points will help keep you on track.