IDFA Online Learning
Using QDROs to Enhance Your Revenue
Recorded On: 10/06/2020
All potentially lump-sum distributions for investment purpose with the investment advisors in mind. Secondly, the discussion explains how the CDFA help advise parties on the best course of action - whether to divide a retirement plan/account by a QDRO or offset the value of a retirement account. Topics covered include business development, understanding QDROs and QDRO distributions for investment purposes, effectively using QDROs as a powerful tool in child support enforcement, what plans can or cannot be divided by a QDRO or like order, and liability issues. Whether the listeners are interested is preparing QDROs for family law attorneys, dividing retirement accounts in divorce, or simply having a desire to understand which plans allow lump-sum distributions, the QDRO field is wide open for those who want to learn while at the same time enhancing their revenues.
Approved for one (1) hour of CDFA Continuing Education credit.
Tim Voit
Certified QDRO Specialist, Certified QDRO Analyst
Tim Voit is the author of Retirement Benefits & QDROs in Divorce (published by CCH), as well as Federal Retirement Plans in Divorce—Strategies & Issues. He has prepared QDROs and valued pensions for nearly 30 years and taught at the International College courses specific to the preparation of QDROs. He is a graduate of the University of Wisconsin – Milwaukee and has has been qualified as an expert witness in both state and federal courts.
Mr. Voit has been retained in legal malpractice cases by the insurance carrier to reverse QDRO transfers and/or compute damages and is often called upon to lecture on liability issues. He has been interviewed and quoted in Forbes, BusinessWeek, NewsWeek, and Rueters. Mr. Voit has developed online courses for CCH, IOMA, and the International College, specifically the Introduction to QDROs in Divorce and Effectively Drafting QDROs in Divorce.
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