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  2. Qualified domestic relations order - Wikipedia

    en.wikipedia.org/wiki/Qualified_domestic...

    A qualified domestic relations order (or QDRO, pronounced "cue-dro" or "qua-dro"), is a judicial order in the United States, entered as part of a property division in a divorce or legal separation that splits a retirement plan or pension plan by recognizing joint marital ownership interests in the plan, specifically the former spouse's interest in that spouse's share of the asset.

  3. CalPERS - Wikipedia

    en.wikipedia.org/wiki/CalPERS

    The California Employers’ Retiree Benefit Trust Fund was established by CalPERS in March 2007 to provide California public agencies with a cost-efficient, professionally managed investment vehicle for prefunding other post-employment benefits (OPEB) such as retiree health benefits. Prefunding reduces an agency's long-term OPEB liability.

  4. How all 50 states tax retirement income: A ... - AOL

    www.aol.com/finance/states-that-tax-retirement...

    Only early withdrawals from retirement accounts are taxable in Mississippi. All other retirement income is exempt from the state’s 4.7% flat state income tax rate. That rate is slated to fall to ...

  5. If Trump Reinstates Tax Cuts, Here’s How Much You Could Save

    www.aol.com/trump-reinstates-tax-cuts-much...

    During President Trump's first term, he overhauled the tax code with his 2017 Tax Cuts and Jobs Act (TCJA). Many of those provisions are set to expire at the end of 2025. Read Next: 7 Tax Loopholes...

  6. Taxpayer Relief Act of 1997 - Wikipedia

    en.wikipedia.org/wiki/Taxpayer_Relief_Act_of_1997

    The $600,000 estate tax exemption was to increase gradually to $1 million by the year 2006. As inherited assets are automatically revalued to their current or "stepped-up" basis, any capital gains are permanently exempted from taxation. Family farms and small businesses could qualify for an exemption of $1.3 million, effective 1998. Starting in ...

  7. ‘What I wish I knew’: Here are the top 5 retirement regrets ...

    www.aol.com/finance/wish-knew-top-5-retirement...

    Read more: Suze Orman says Americans are poorer than they think — but having a dream retirement is so much easier when you know these 3 simple money moves Regret three: not open to changing ...