RETIREMENT ASSETS & DIVORCE: AN INTERVIEW WITH SARA STANICH

A Divorce Resource interview with Sara Stanich, Certified Financial Planner and Certified Divorce Financial Analyst. Sara takes us through the confusing – but important! – world of retirement assets, which play a big role in many divorce settlement negotiations. During the podcast, Sara addresses the following topics:

  • Retirement Accounts 101: What’s so special about retirement accounts? (3:00)
  • Employer Retirement Plans vs. Personal Retirement Accounts: What’s the difference? (4:22)
  • Explaining common Employer Retirement Plans — 401(k), pension (5:51)
  • Explaining common Personal Retirement Accounts — traditional IRA, Roth IRA, annuity (8:48)
  • Divorce Settlement Strategy: When should a divorcing spouse seek none/part/all of the retirement assests in their divorce settlement? Assessing liquidity, tax impact, and a balanced portfolio. (12:10)
  • How Sara works with individuals and couples (18:00)

Sara has a terrific blog called Cultivating Wealth, which includes her informative series “Divorce & Your Money.” Check it out!

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