The In Marriage QDRO® incorporates the ability of spouses to contract under state domestic relations law with the enforcement mechanism of a Qualified Domestic Relations Order (QDRO) under federal law. The presentation will feature the pioneer of In Marriage QDRO, Marcus Foote, Esq., providing an overview of the statutory and jurisprudential authorities allowing for an In Marriage QDRO® (IMQ), then get into the most common applications. These applications include delaying RMDs by transferring funds to a much younger spouse, saving a pension in Long Term Health Planning and asset diversification by removing 401k funds to a privately managed IRA account ahead of retirement.
05.31.2022 - QDRO
A Solution for Large 401(k)s: The In Marriage QDRO®
Presented by Marcus Foote and Stephanie Prestridge