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
NowAt 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. 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.

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