Managing Your Account
Everyday account tasks: view balances and statements, update your contact info and beneficiaries, taking distributions, and submitting FMVs.
13 articles
- How to submit an annual FMV for your assets
- How to view your account balance and statements
- How to track your contributions
- How to update your personal information
- How to add or change beneficiaries
- How to grant account access to a third party (RIA, POA, etc.)
- How to find and start an account form
- Taking a distribution — what you need to know
- Early withdrawal — penalties and exceptions
- FMV deadlines and what happens if you miss them
- Required Minimum Distributions (RMDs) — rules and deadlines
- Roth IRA distributions — tax-free withdrawal rules
- What is Fair Market Valuation (FMV) and why it matters