divorce

Retirement Plan Check-Up
Team SummitEmployee Financial Resource Center, Retirement PlanningComments are off for this post
It is important to conduct regular check-ups on your retirement plan to make sure you are on track to reach your retirement goals. We make annual appointments to check in with our health, but shouldn’t we also be periodically checking in on our wealth? Having a financial plan for retirement is critical, but so is  Read More →
Qualified Domestic Relations Orders
Team SummitBudgeting & Debt, Employee Financial Resource Center, Financial Planning, Retirement PlanningComments are off for this post
Dividing your assets and debts in a divorce is mostly a matter to be dealt with at the state level, perhaps with the help of your lawyers or divorce mediator. When it comes to retirement investments, however, reassignment must comply with the federal Employee Retirement Income Security Act (ERISA). What does this mean for you?  Read More →
Divorce and Taxes
Team SummitEmployee Financial Resource Center, Financial PlanningComments are off for this post
When you first got married, you probably had to read up on how to file taxes with your new spouse and new filing status. After a divorce, your tax considerations will change again. Besides determining your new filing status, you’ll have additional costs or gains that have tax consequences and if you have children, you’ll  Read More →

You are now leaving Summit Group 401(k) Consulting

Summit Group 401(k) Consulting provides links to web sites of other organizations in order to provide visitors with certain information. A link does not constitute an endorsement of content, viewpoint, policies, products or services of that web site. Once you link to another web site not maintained by Summit Group 401(k) Consulting, you are subject to the terms and conditions of that web site, including but not limited to its privacy policy.

You will be redirected to

Click the link above to continue or CANCEL