What is the name of your state? FL
Retirement plans whether vested or not are included from both parties in a valuation of marital assets. In my case, the date of valuation for retirement accounts was 9-28-04. Ex was terminated from her position on 9-30-04. Accordingly, the non-vested portion of the employER made contributions are forfeited i.e. she will never receive. Are these included in the 9-28-04 value then?
Additionallly, retirement plans invested in mutual funds typically receive a quarterly statement showing among other things, income/loss apportioned to the mutual fund account in the account. Some funds allow you to select the value of your mutual fund on a given day. Accordingly, does the value of the fund on September 28 include gains/losses incurred on the funds or are they not posted to the account until the end of the quarter?
Thanks in advance
Retirement plans whether vested or not are included from both parties in a valuation of marital assets. In my case, the date of valuation for retirement accounts was 9-28-04. Ex was terminated from her position on 9-30-04. Accordingly, the non-vested portion of the employER made contributions are forfeited i.e. she will never receive. Are these included in the 9-28-04 value then?
Additionallly, retirement plans invested in mutual funds typically receive a quarterly statement showing among other things, income/loss apportioned to the mutual fund account in the account. Some funds allow you to select the value of your mutual fund on a given day. Accordingly, does the value of the fund on September 28 include gains/losses incurred on the funds or are they not posted to the account until the end of the quarter?
Thanks in advance
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