QDROs, Pensions, and the Divorce Mistakes That Cost You

About this episode

This episode discusses the financial mistakes people make during divorce that can lead to significant tax costs, featuring insights from Jamie Lima.

Divorce is already one of the hardest things a person can go through. What makes it worse is finding out months or years later that a financial decision made in the middle of all that pain cost you tens of thousands of dollars in taxes you never planned for. That's what this episode is about. Jamie Lima, CDFA and CFP at Allegiant Divorce Solutions, is back on the show to break down what most people completely miss when divorce and tax season collide. We're talking about filing status, depende...

People in this episode

Host: Stoy Hall

Guest: Jamie Lima

Topics covered

• divorce
• financial decisions
• tax implications
• QDROs
• pensions
• mistakes

Keywords

• divorce
• QDROs
• pensions
• taxes
• financial mistakes
• filing status
• dependents

Mentioned in this episode

Organizations: Allegiant Divorce Solutions

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