Course with Callum

Callum — Divorce Financial Settlement: House, 401k, QDRO

Divorce financial settlement maths for clients offered the house in exchange for the 401k, worked 1:1 before mediation. Five sessions pricing each asset after tax, from QDRO splits to the 2017 alimony rules, ending when they hold a boundary at the table.

What you’ll master — Outcomes you can use

  1. The whole proposal priced after tax
  2. They hold one boundary without conceding on the spot

Your tutor

A divorce financial analyst who has valued hundreds of settlements.

Calm · Kind

The plan — What’s inside

  1. What Each Asset Is Worth After Tax
  2. Can You Carry The House Alone
  3. How A QDRO Splits A 401k
  4. Alimony And Filing Status Since The 2017 Rules
  5. Rehearse The Mediation Table

5 parts

Questions about this course

How do I help a client choose between keeping the house and the 401k?

Divorce financial settlement maths for clients offered the house in exchange for the 401k, worked 1:1 before mediation. Five sessions pricing each asset after tax, from QDRO splits to the 2017 alimony rules, ending when they hold a boundary at the table.

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