Insights: Miscellaneous

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Inheriting Savings From an Employer Plan

If you are the beneficiary of a workplace retirement plan account for someone who has died, your first inclination may be to withdraw the funds. You do not have to...

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401(k) Distribution Options When You Change Jobs

If you've been lucky enough to participate in a retirement plan at work, you're already off to a great start saving for your retirement. When you decide to change jobs,...

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IRA Beneficiary Options: Nonspouse Beneficiaries

Legal rights to IRA assets are transferred to IRA beneficiaries upon the IRA owner’s death, outside of probate proceedings. You will likely be able to access your inherited assets right...

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Don’t Lose Your IRA Inheritance to Taxes or Penalties

Have you recently inherited an IRA from a loved one, or do you think you will someday? If so, it’s important to understand your options for taking payments from that...

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Fair Market Value: What You Need To Know

Federal law requires STRATA to report the fair market value ("FMV") of each retirement account we administer to the Internal Revenue Service each year. To properly complete these functions, IRA...

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Fair Market Value – Why Accuracy Is Important

When an IRA owner withdraws cash from a Traditional IRA, they are typically taxed on the amount distributed. If a self-directed IRA owner takes an in-kind distribution of an alternative...

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