Get a Mesa Tax Lawyer For Qualified Domestic Relations Orders (QDRO)

We can assist with your complex QDRO case

Essentially, a QDRO is a court order that requires a pension plan administrator to pay a portion of the benefits to the participant's former spouse, more formally known as an "alternate payee." A QDRO is a fairly complex order that accompanies a divorce agreement and specifies the amount and means of calculating the benefits awarded. Only certain retirement plans qualify for QDROs.

These cases can be complex, but Mesa tax attorney Shad M. Brown can answer your questions, including:

• Does my or my spouse's retirement plan qualify for a QDRO?
• How can I make sure I receive the benefits I need to maintain my quality of life?
• How can we reduce tax liability and keep more of that pension?

By default, the former spouse who is the plan beneficiary is responsible for paying any associated taxes. However, the beneficiary also has the option of rolling over the money into his or her own IRA, which postpones payment of taxes. This step can potentially save thousands of dollars for both spouses if the size of the retirement account is substantial.

A QDRO is just one method we can use to safeguard your assets during a divorce. Rely on our experience in tax law to find the most favorable way forward as you go through this important transition. Contact us today for a consultation.