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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

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: (%)

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