Tag: Retirement Planning

Splitting Retirement Accounts in Divorce

When going through a divorce, the process of dividing assets can be a frustrating and confusing one. Retirement assets are an important issue in any divorce proceeding, since, after the marital home, they often represent the largest category of marital assets to be divided in a divorce settlement.

By |2021-07-07T12:45:15+00:00July 7th, 2021|Blog|0 Comments

Top Five Questions Big Four Accounting Firm Partners Ask Us Prior to Retirement

Presenters will include partner, Presenters will include partner, Bruce Hyde, CPA, MS and wealth advisor, Taylor Thomas, CFP®. Round Table Wealth Management is a New York-based independent registered investment advisory firm founded twenty years ago and now manages in excess of $1 billion of assets.

By |2020-04-20T19:31:40+00:00April 16th, 2020|In the News, Webinars|Comments Off on Top Five Questions Big Four Accounting Firm Partners Ask Us Prior to Retirement

Developing a Pension Maximization Strategy

This paper is the second part of a two-part series. In the first part, we discussed the considerations involved in evaluating different pension options. As follow-up, this second part will discuss whether there is [...]

By |2020-05-11T14:30:25+00:00August 21st, 2019|Attorneys, Blog|Comments Off on Developing a Pension Maximization Strategy