Divorce and My IRA
Bogleheads • View forum - Personal Finance (Not Investing)
My husband and I are planning for a divorce. We are 51. I started an IRA back in January. It has $10,000 in it. We live in WA, a community property state. Would it be better for me to give him half, or just empty it and pay the taxes given it's such a small amount?
Transferring a ROTH on divorce.
My (ex) wife and I are in the process of filing for a divorce. We both had vanguard ROTH IRAs. Since my ex is leaving the country for good, she is allowing me to "buy out" her vanguard ROTH account by letting me pay her taxable dollars in lieu of liquidating the ROTH and taking a hit. She is will...
Can this IRA be rolled over?
This post isn't for me, its for my mom. she recently just went through a divorce and I'm trying to help with some of her finances. she has this traditional IRA under SGRAX which is a growth fund. My question is 1.) can she transfer this ira in-kind to vanguard? 2.) can she do any roll over wher...
Trouble w/Vanguard transferring assets due to Divorce
Please Help! I'm new to online forums, but I really need some help fast.I am recently divorced and having problems with the transfer of funds from my ex's Vanguard traditional IRA account to my Vanguard trad. IRA account. Prior to the divorce decree being signed by the judge, my ex completedt...
Dilemma - Divorce, IRA, and special needs trust
I have an acquaintance with quite the dilemma on her hands..She recently went through a pretty nasty divorce. Apparently, the divorce attorneys did NOT consider that she was "disabled" and receives a plethora of government aid..Nevertheless, pursuant to the divorce, she received approximatel...
My divorce gave me...
much sorrow and heartbreak, yet I received money in the split that I didn't have, and that I very much want to hold on to. When the divorce was final a year ago, I hired a financial planner to help me because I wasn't confident in my ability to invest the money. Now I'm ready to take these accoun...
401k divorce, remarriage and Erisa Law
My husband has passed away, he left behind a 401k account. He had no will. He never changed his beneficiary from when he divorced. I went to turn the 401k into an IRA and was shocked to get this information. I have googled and googled, called attorneys and the Dept of Labor. Still have not b...
Divorce / QDRO - Transfer funds from Roth IRA or 401k?
I can't wrap my head around what may be better for my retirement. I'm going through a divorce and will need to use a QDRO to split funds ($25k) over to the spouse. From what I understand, it can come out of my Roth IRA or 401k into the spouse's plan, which should I pick? The balances ar...
Read responses in bogleheads.org