Karen Ann Ulmer, P.C.
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Posts tagged "active assets"

Market Experience on Accounts

Certain accounts that may be considered marital property and up for division in the context of a divorce can have fluctuating value based on the market. For example, mutual funds, stock benefits, 401ks, and annuities will reflect gains and losses that can change daily. Similar to other assets, the cut-off date for value purposes is technically the date of separation however gains and losses on that date of separation value through the date of distribution are also considered marital. This can result in a significant sum for an account with a large balance or in the instance of a lengthy separation period.

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Langhorne Office
174 Middletown Blvd
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Langhorne, PA 19047

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