The 2 Biggest Issues in Retirement Settlements Right Now
Retirement asset division is more complex than ever. Last week’s masterclass made that clear, as attorneys raised pressing concerns about new Social Security law changes, the division of government pensions, and ensuring clients receive their fair share. The most common challenges I heard? ✅ New Social Security laws—how they impact settlements and income available for […]
Next Masterclass: Social Security, TIAA, & IRA Rules Explained + Shareable Client Handout
The Social Security Fairness Act, signed into law on January 5, has repealed the Windfall Elimination Provision (WEP) and Government Pension Offset (GPO) – two rules that previously reduced Social Security benefits for clients receiving certain pensions. Here’s what’s changed: No more reductions. Clients receiving pensions from CSRS, NYSLRS, TRS, and Railroad Retirement will no […]
What’s in Store for 2025: Train Your Associates, Tackle Foreign Pensions, and Join Legal Community
What if you approached your next case with total clarity? No more scrambling. And more no relying on old habits like equalizing pensions, guessing offsets, and overlooking foreign pensions (risky and unnecessary!). The problem is that no one’s shown you the right way. That’s about to change. Here’s What We’re Rolling Out in 2025 Advanced […]
Avoid This Costly Mistake When Dividing Retirement Accounts in Divorce
Did you know that when you equalize retirement accounts in a divorce settlement, you strip away a huge advantage for your client? You may have the best of intentions for your client. You may think you’re doing the right thing – the “less expensive” thing. But unfortunately, what you’re really doing is egregious. Here’s the […]
Equalization: The Quick Fix That Breaks Everything
Equalization often seems like a quick win when it comes to divorce settlements. You’re exhausted. Your clients are exhausted. The finish line feels so close. But here’s the problem: Quick fixes don’t solve problems—they just cover them up. The result is more time, more money, and more frustration for everyone involved. Equalization might sound like […]