Yintoni i-QDRO?

Amaqabane angasebenzisa ii-QDRO zokuSahlukana kweeAfa zomhlala-phantsi kwiSahlulo

Umtshato usuphelile, ngoko ke ngubani ofumana isicwangciso somhlalaphantsi? Njengamanye amafa, iqanda lakho lokuthatha umhlala-phantsi lifakwe kwimpahla yomtshato kwaye ngoko uphakamisela ukuqhawula umtshato. Abatshatileyo, abantwana kunye nabanye abaxhomekeke kuyo banelungelo lokufumana isahlulo se- 401 yomlingane (k) okanye isicwangciso somhlala-phantsi somqeshwa ofanelekileyo. Kuxhomekeke kangakanani kwiimeko zakho, imeko apho umtshato uphele khona, kunye nezinye izinto ezahlukahlukeneyo.

Imiba enzima ngokuqhubekayo yimeko yokuhlawula irhafu yeakhawunti yomhlala phantsi. Ngaphantsi kweemeko eziqhelekileyo, nantoni na eyenziwa ngaphambi kokuba umhlalaphantsi ixhomekeke kwizigwebo zangaphambili zokuxotha . Kodwa ukuqhawula umtshato akunjalo kodwa. Yilapho iphepha elifanelekileyo linokukunceda. Kubizwa ngokuba yi- QDRO, umyalelo wobudlelwane basekhaya olufanelekileyo , kwaye ukuba uqhawula umtshato neqabane lakho kukufuneka ukuba ukwahlule i-asethi yesicwangciso somhlalaphantsi. I-QDRO ingumqulu, ulungiswe ngendlela ethile, ukuba iyavuma enye i-payee yeefa kwi-akhawunti. Ngamanye amagama, inkundla yenkundla eqinisekisa ukuba ngaphezulu komntu oyedwa uya kuzuza ngokulondoloza umhlalaphantsi.

Ukuqonda iQDRO

Kukho izinto ezimbalwa ezibaluleke kakhulu ukuba wazi malunga ne-QDRO, kuba ukungazi kungabiza. Kungakhathaliseki ukuba ubudala bakho, imali ehoxiswa nge-QDRO ayixhomekeke kwi-10 yepesenti yokuhlawulwa kwentlawulo yezohlwayo .

Ngelishwa, unokuba lula ukujongana nezohlwayo zerhafu kunye nenkohlakalo elula ye-QDRO.

I-QRDO ngumyalelo wobudlelwane basekhaya, oku kuthetha ukuba yenziwe ngumgwebi okanye umyalelo, kwaye inkulu njengenkxaso yokuxhasa abantwana, i-alimony, okanye nayiphina into enikezwe kumlingani ngamnye ngokuqhawula umtshato. Urhulumente kufuneka angene kwisigwebo okanye ummiselo ovuma okanye owamkela i-QDRO, kwaye kufuneka ihlonishwe ngu-federal government phantsi kwe- ERISA .

Umnye umvuzo unokuba ngumlingane, umlingane naye, umntwana okanye omnye umntu oxhomekeke kuye. Ezinye iintlobo zeetyala ezingezinye aziyi kuqwalaselwa.

La maxwebhu kufuneka ahlelwe ngendlela ethile ukuba ithathwa njengelungileyo. Kufuneka zibandakanye:

Kufuneka iqinisekiswe ngokuchanekileyo ukuba ithathwa njengeyasebenza phantsi komthetho. Emva kokuba kuvunywe, umqulu we-QDRO unikezelwa kwisicwangciso somlawuli, ngubani na owenza isicwangciso ngaphakathi kwe-QDRO. Isicwangciso somlawuli siya kwazisa esinye isipho somyalelo, kunye nokusebenza kwayo kunye nemiyalelo. Umlinganiselo wezenzo uza kuboniswa.

Indlela yokufumana i-QDRO

Ukuba uqhawula umtshato, qalisa ngokucela ulwazi oluninzi ngumphathi wakho 401 (k) , 403 (b) , 457 (b) , ipenshini ehlawulwayo inzuzo okanye i-akhawunti yomhlala-phantsi echaphazelekayo (ingabandakanywa iIRAs). Kubekho ifom eqhelekileyo esetyenziswe kwisicwangciso esingenaselula kwaye kulula ukuzalisa wena. Igosa liyakwazi kwakhona ukuqulunqa i-QDRO egameni lakho, enokubaluleka ngeendleko ezongezelelweyo xa kunika isiqiniseko sokuthi umyalelo uya kwenziwa ngokuchanekileyo.

ISebe lezeMisebenzi linomdla we-QDRO ngokuphindaphindiweyo ubuze imibuzo ukukunceda uqonde ezinye zezomthetho ezicacileyo.

Yintoni enokuyenza ngee-asethi ze-QDRO

Ukuba ufumene okanye ucwangcise ukufumana ifa lempahla yomhlala phantsi ngokusebenzisa i-QDRO, unako ukhetho oluninzi. Ungathabatha imali njengemali kwaye uhlawule irhafu kuyo namhlanje. Kodwa ukuba unako ukulinda, ukuhamba okungcono kunokubekwa ukugcina imali kwisicwangciso somhlala-phantsi esifanelekileyo (umz. 401k) kwaye uvumele ukuba uqhubeke nokukhula ukuhlawulwa kwentela kude kube ngumhlalaphantsi . Unokwenza uqulunqe i-QDRO ukuze elinye iqela (wena) lishiye imali kwisicwangciso somlingane kodwa ugcine ukukwazi ukutshala isabelo sakho njengoko ukhetha. Okanye unako ukuhambisa imali kwi-IRA rollover egcina i-asethi yerhafu echazwe kwaye iphantsi ngokupheleleyo phantsi kolawulo lwakho.

Ngoko ungavumeli umtshato uqaphele iimpahla zakho zomhlalaphantsi.

I-QDRO ayinokuba lula, kodwa yenza lula ukuhlula iqanda lakho.