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What are my lump sum distribution options?

You've spent a long time accumulating funds in your retirement account. When you retire and take distribution of your funds you have many options to consider.

Plan Information

Income Tax Information

Retirement Information

Rate Assumptions

Now
(-12% to 12%)
At Retirement
(-12% to 12%)
Before tax return on savings
Anticipated federal tax rate
Anticipated state tax rate

PlannerPortal - Financial Software for Financial Advisors

This information may help you analyze your financial needs. It is based on information and assumptions provided by you regarding your goals, expectations and financial situation. The calculations do not infer that the company assumes any fiduciary duties. The calculations provided should not be construed as financial, legal or tax advice. In addition, such information should not be relied upon as the only source of information. This information is supplied from sources we believe to be reliable but we cannot guarantee its accuracy. Hypothetical illustrations may provide historical or current performance information. Past performance does not guarantee nor indicate future results.