Legal Definition

An IRA transfer incident to divorce moves IRA assets from one spouse to the other pursuant to a divorce or separation instrument, qualifying as a nontaxable transfer under Internal Revenue Code §408(d)(6); unlike a 401(k), an IRA division does not require a QDRO.

Example

Their marital settlement agreement called for an IRA transfer of half the account balance to equalize the couple's retirement savings.

Related Statutes

  • 61.075

Related Terms

Ready to move forward?

If you and your spouse agree, our $750 flat-fee uncontested divorce is attorney-prepared and attorney-reviewed before filing.

Ask VictoriaStart $750 DivorceCall / Text