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

First year of participation

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

At retirement, number of years to receive payments

Rate Assumptions

	Now	At Retirement
Before tax return on savings: (%)
Anticipated federal tax rate: (%)
Anticipated state tax rate: (%)

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. This service shall not infer that the company assumes any fiduciary duties. In addition, such service 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.