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A New Qualifying Event: The In-Marriage QDRO (Journal Live)
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Journal Live programs are approximately 45 minutes long and consist of a short presentation over the telephone followed by a Q&A session. Questions are submitted by e-mailing This format affords attendees the opportunity for interaction with the expert speaker and a knowledgeable, engaged audience.

When: 05/08/2019
12:00 - 12:45 pm ET
Where: Journal Live - audio discussion
United States
Presenter: Marcus T. Foote, JD
Contact: Member Services

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The utilization of Qualified Domestic Relations Orders (QDROs) as an estate planning or financial tool for married couples is a recent development starting to gain national attention. The strategy, known as the In-Marriage QDRO®, incorporates the ability of spouses to contract under state law with the enforcement mechanism of a QDRO under federal law. It has been used by estate planning attorneys in multiple states to delay required minimum distributions, fund Roth IRAs for previously unqualified parties, and Medicaid planning for long-term care needs. It has also been used by clients of financial planners to diversify 401(k) investments, fund self-directed IRAs, and obtain emergency liquidations without paying the 10 percent early withdrawal penalty.

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