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Anything we should know?
Hi - Referred to you by Neil Sokol - we've just resolved a collaborative divorce case in Charlotte NC, and Neil was our financial neutral. This is our only retirement transfer order needed. Details of who is supposed to get what in the "to be distributed via QDRO" doc. Essentially - my client, Kevin gets a % of the account +/- passive gains and losses AND THEN ALSO Kevin gets a lump sum of $15k. If you see this as an issue - having two types of payments - let me know and we can asap come up with a different number/methodology if we must. We'd PREFER to do it this way with the % and lump sum, if possible. Please call or email with any questions - thanks!
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