Buffalo Retirement Benefits And Pension Division Attorney
Dividing a pension is a complicated yet crucial matter in many divorces. Do not put it in the hands of a lesser experienced attorney who lacks knowledge of financial and taxation issues. Contact Keith B. Schulefand, the founder of our law firm. He brings experience and unique insight into pension division to our clients in Buffalo and throughout the state of New York.
The Need For A Legal And Financial Background In Pension Division
The ability to handle the challenging details of divorces that involve high assets or military personnel is paramount to tackle the difficulties of pension division. Add to that our founder’s Master of Business Administration (MBA). Far too much is at stake to settle for anything less. You need an advocate to ensure that you retain the benefits you are entitled to following your divorce.
Facilitating A Tax-Free Pension Transfer Process
At the law office of Keith B. Schulefand, Esq., we handle all aspects of defined benefit pension divisions that involve IRAs, 401(k) plans and 403(b) plans. The first step is to file a qualified domestic relations order (QDRO) to allow a transfer of pension funds to occur without taxes being assessed — Overlooking that important post-divorce strategy will result in a hefty tax bill from the IRS.
For more information or to schedule an appointment with an experienced divorce lawyer regarding pension division, please contact us.