Answers from Top Financial Advisors

David J Haas Level 7
Pension plans are governed by their plan document. I urge you to ask them for the plan document which should state when you can make rollovers or withdrawals. It is possible that your particular plan does not allow rollovers ...(more)
18 hours ago
Alejandro, I suggest that you talk with a person who has been trained to understand balance sheets, income statements and evaluation methods. A Chartered Financial Analysis is well trained in the above and can help you with ...(more)
22 hours ago
David pretty much hit the nail on the head. Although you can hire a non attorney to prepare your QDRO, my suggestion would be to use a firm that has attorney's on staff. This is a legal document, that is used to acquire ...(more)
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