In this episode, Attorney, Mediator, CDFA, and Chief PeaceKeeper™ Scott Levin sits down with Financial Advisor and Certified Divorce Financial Analyst Laurie Itkin to break down one of the most complex issues in divorce: how to divide a 401(k).

401(k)s present a unique set of challenges in divorce. These retirement assets often contain both community and separate property, grow in value over time, and require a Qualified Domestic Relations Order (QDRO) to divide properly. So how do you determine what portion is marital? How is appreciation handled? What’s the smartest, most tax-efficient way to divide the funds?

👉 Whether you're going through a divorce, advising clients, or simply want to understand the financial intricacies of retirement accounts in family law, this conversation provides essential guidance and real-world clarity.

👩‍💼 About Our Guest – Laurie Itkin

Laurie Itkin is a financial advisor, wealth manager, and CDFA®, and author of the Amazon best-seller Every Woman Should Know Her Options: Invest Your Way to Financial Empowerment. Named one of Investopedia’s Top 100 Financial Advisors, Laurie specializes in divorce-related financial planning through her firm The Options Lady.

🔗 Learn more at: https://www.theoptionslady.com/

🧑‍⚖️ About Scott Levin, Chief PeaceKeeper™

Scott Levin is a Certified Divorce Financial Analyst, full-time mediator, and family law attorney serving clients throughout California. Founder of San Diego Divorce Mediation & Family Law, Scott leads couples toward informed, respectful divorce solutions that protect both finances and relationships.

📍 Areas We Serve:

Kensington, La Jolla, Encinitas, Carlsbad, Rancho Santa Fe, Solana Beach, Point Loma, Poway, Del Mar, Santaluz, Coronado, Scripps Ranch, Sabre Springs, Rancho Peñasquitos, Torrey Pines, Bankers Hill — and throughout California.

🌐 https://sandiegofamilylawyer.net/

📲 Connect on Social Media:
 • Facebook: ChiefPeaceKeeper
• Instagram: @SanDiegoDivorceMediation
• LinkedIn: San Diego Divorce Mediation & Family Law

📝 Read the full transcript:
 Transcript – How to Divide a 401(k) During Divorce

Thanks for listening and I hope you'll continue to learn more about how you can peacefully divorce.

As a divorce mediation attorney in California, Scott Levin helps couples figure out the settlement terms and draft enforceable settlement agreements so they can divorce fairly without needing to go to court. Obtain closure peacefully through an amicable divorce. process that protects families and kids.

Visit San Diego Divorce Mediation for more information and to learn more about our mission to help divorcing couples make informed decisions and fair agreements through mediation or book a free virtual consultation.

Scott Levin, attorney, mediator, CDFA®
Chief PeaceKeeper
[email protected]
858-255-1321
San Diego Divorce Mediation & Family Law
www.SanDiegoFamilyLawyer.net