If you want to transfer assets from your individual account (whether IRA or taxable) to your ex-spouse’s individual account, we’ll need the finalized divorce paperwork before we can move forward.
If you want to divide taxable joint account assets before your divorce is finalized, we can help you transfer these assets from your joint taxable account to your spouse’s individual taxable account as well as your own. We can assist you through our joint-to-personal account transfer process, which involves having each of you sign and notarize a transfer document.
As this transfer would be occurring in advance of any divorce decree, we recommend that you consult your attorney for advice on whether this is the best way to proceed with the transfer of jointly-held assets.
To proceed with the transfer, email our team at divorce@betterment.com.
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