Episode 85: Qualified Domestic Relation Orders with Sharee Burkel

Melissa Joy, CFP® is joined by Sharee Burkel, the owner of the QDRO Company, LLC, a CERTIFIED FINANCIAL PLANNER™ practitioner, Certified Divorce Financial Analyst (CDFA®), and Certified QDRO Specialist™. In this episode they discuss Qualified Domestic Relation Order (aka QDRO) in simple and easy to understand terms. If you need to divide retirement assets in divorce, you may need a QDRO. We explain the ins and outs.

You will learn:

•  A QDRO is a legal document that divides a financial asset, specifically retirement plans pursuant to divorce.
• Why do I need one drafted?
• How do I start the QDRO process?
• What happens if I never ordered the QDRO after my divorce was final?

Resources:

• The QDRO Company LLC website HERE.
• Learn more about Sharee Burkel, CFP®, CDFA®, CQS™
• Additional divorce resources and blogs HERE.

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Data Sources: Capital Group, RIMES, Standard & Poor's.