Monthly Archives: March 2014

Strategic Ideas for Allocating Investment Accounts between Divorcing Couples

Silicon Hills Wealth and Divorce Planning of Austin work with clients to execute the division of joint or individual brokerage accounts, IRAs, Roth IRAs, SEP, pensions, and other retirement accounts. When asked to execute a division as described in a divorce settlement agreement, the instructions to the custodian of the account (Fidelity, Schwab etc.) need … Continue reading Strategic Ideas for Allocating Investment Accounts between Divorcing Couples