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Divorce Rich with Jacki Roessler, CDFA
Jacqueline Roessler, CDFA
How To Avoid Costly QDRO Mistakes with Dave Roessler
OCT 2, 202630 MIN
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Description
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We’re joined by Dave Roessler, owner of Divorce Solutions and one of Michigan’s go-to QDRO drafting experts, to unpack the real-world problems he sees each year. We talk about timing mistakes and the language landmines that trigger rejections and unexpected dollar amounts. We also get specific about loan balances and why “include the loan” can mean the opposite of what you think. Then we move into pension division, survivor benefits, and what can happen if the participant dies or retires before the QDRO is entered. The theme is clear: QDRO drafting is precision work, and doing it sooner protects your money and your peace of mind.
Dave's contact information is below if you wish to work with or if you have questions about your pension or QDRO.
CLICK HERE to start the QDRO process with Divorce Solutions https://www.divorcesolutionsllc.com/qdros/qdro-forms-and-getting-started/
Reach out to Dave Roessler of Divorce Solutions, LLC at 248-354-0495 or [email protected]
Subscribe for more practical divorce financial guidance, share this episode with someone who’s splitting retirement assets, and leave a review so more people can find the help they need.
How to Reach Jacki
Visit the new Divorce Rich Podcast page on Jacki's website to learn more about Jacki's practice and to find valuable resources for your case. Divorce Rich - Roessler Divorce Consulting.
If you wish to schedule a free 30-minute initial consultation, you can reach Jacki at Roessler Divorce Consulting.
DIVORCE RICH PODCAST SPONSORS
Center for Financial Planning
The Divorce Rich podcast is proudly sponsored by Center for Financial Planning: Striving to Improve Lives through Financial Planning Done Right! https://www.centerfinplan.com/
DAWN
Divorce Attorneys for Women: Michigan's Original Divorce Attorneys for Michigan. DAWN - Michigan's Original Divorce Attorneys for Women

