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Old Sep 7, 2021 | 8:16 pm
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garykung
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Originally Posted by swampwiz
So what you're saying is that if I had my separate assets at TD Bank and community assets at Schwab, they would be distinct enough, legally, to not have a beady-eyed divorce lawyer say they were co-mingled?
Allow me to make it simple for you. In short - you should do everything in reverse.

Schwab's checking is known to be unbeatable. So moving there will be the right choice. I understand your commingling concern. To avoid this, you should give up your "soon-to-be Schwab" TD Ameritrade account and move your 6-figure investment elsewhere, such as Fidelity. Any benefits you get from TD Bank via TD Ameritrade would be soon to be history.

FWIW - unless your spouse signs a release on your certain assets, any divorce lawyers will make a fuzz no matter how well you arrange your assets, which is their job. A release is the only way to close this door forever.
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