IRA Rollover Calculator - What Is Your Best Distribution Option?

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

Your current age (1 to 120)

First year of participation (1950 to 2024)

Anticipated distribution amount ($)

Does distribution constitute entire plan balance?

Is distribution due to a disability?

Is distribution due to separation of services?

Income Tax Information

Tax filing status?

Anticipated taxable income this year excluding distribution ($)

Retirement Information

Anticipated retirement age (1 to 120)

At retirement, number of years to receive payments (1 to 40)

Rate Assumptions

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

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