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Divorce and Taxes: Retirement Benefits and Overall Costs

Taxes

Divorce and Taxes: Retirement Benefits and Overall Costs

Course 30055D · 2 hrs · CPA & EA

Retirement assets are frequently among the most significant—and most complex—items to address in a divorce settlement. This section covers the tax rules for IRAs in divorce, the requirements and mechanics of Qualified Domestic Relations Orders (QDROs), and how Social Security benefits factor in when a marriage ends. You'll also get an overview of which divorce-related costs may be deductible. Whether you're helping a client divide a pension or structure an IRA transfer, this section equips you with the knowledge to handle retirement and cost issues accurately and confidently.

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  • Hours: 2
  • Exam questions: 10
  • Eligible for: CPA & EA
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NASBA Area: Taxes

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Divorce and Taxes: Retirement Benefits and Overall Costs
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