Have you heard the term ‘elective service credit’ before? Do you think it may apply to your case? Do you know what to do? If not-you should listen to this podcast to learn more.
Monthly Archives: January 2021
Do you know the differences between a defined contribution, defined benefit, and cash balance plan? No? Then you should listen to this podcast!
Differences Between Defined Contribution, Defined Benefit, and Cash Balance Plans
Here is an analogy of a ‘valuation date issue’:In 2010 Albert had $100 at Bank of AmericaIn 2013 Albert separated from Betty.In 2015 Albert transferred $105 to Wells Fargo (100% of the Bank of America Account balance)In 2020 Albert’s divorce completed and Albert is ordered to split his account 50-50 […]
Here Is An Analogy Of A Valuation Date Issue
Are you a Teacher in CalSTRS? Are you a Los Angeles County LACERA Member? Are you part of a retirement system that does not pay into social security? You may want to listen to this podcast to find out how federal preemption and California Family Code 2550 may create a […]
Social Security Windfall Elimination Provisions-Ex Receives 1&1/2 Pensions and You ...
If you think your ex is hiding retirement accounts from you, this podcast goes over some tips on what you should do and where you should look.