Making Your Retirement Stream Last
- Get Familiar with Your Choices
- Making the Decision: Annuity or Lump Sum?
- Taking a Lump-Sum Distribution: Know Your Options
- Moving from Your Company's Retirement Plan Before You Retire
- Early Withdrawals
Taking a Lump-Sum Distribution: Know Your Options
When you take a lump-sum distribution, you have several options: take it as income, invest it and gradually withdraw money as you need it, or simply watch it grow.
SUGGESTION: Consult your tax professional regarding the tax implications of taking a lump-sum distribution. You may be eligible for favorable tax treatment in certain circumstances.
Share Article:
Investment and insurance products and services are offered through Osaic Institutions, INC. Member FINRA/SIPC. TMB Financial Solutions is a trade name of The Milford Bank. Osaic and The Milford Bank are not affiliated.
| NOT A DEPOSIT | NOT FDIC INSURED | NOT GUARANTEED BY THE BANK |
| NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY | MAY GO DOWN IN VALUE | |
