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FAQs

Is a QDRO Necessary?

Submitted by on Tuesday, 27 December 2016 10:55

A QDRO or QDRO-like document is required to pay retirement funds directly to Alternate Payee.  However, some IRAs do not require a QDRO – so check directly with the Plan.  In addition, you may want to use an offset of one plan against another if they are both defined contribution plans or against other community assets in lieu of a QDRO.  However, it is always important to consult your tax advisor and/or a divorce financial consultant to assist in determining the tax issues involved in these types of offsets.

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