UCRS Tutorial


  Lesson 1: Fast Access
  Pages: 1  2   3  4   5  6  7  8  9  10
  Case Studies: 11  12  13  14

Case Study, Question 2
Page 12

Analyzing Oski's Fast Access screen, what can you tell him?

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A. He has no DC plan balance
B. He cannot take a distribution because he's an active employee
C. All of his money is tied up in Fidelity or Calvert accounts
D. There's a community property claim on his account