How do we divide investment accounts without triggering taxes or penalties?
Investment accounts should be divided carefully to avoid tax implications and penalties. For example, a direct transfer between accounts, known as an in-kind transfer, can preserve the tax-deferred status of investments. Consulting with a financial advisor ensures the transfer complies with tax laws and optimizes financial outcomes for both parties.
Investment Accounts
Walk through various considerations when valuing and dividing or buying out investment accounts.
Bank Accounts
Walk through various considerations when valuing and dividing or buying out bank accounts or other cash equivalents.
Post Simple Divisions
Review considerations and tips for dividing assets and liabilities after divorce, like bank accounts, investment accounts and debts.
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