Do you know all the options you have available for a company retirement plan distribution? Whether it’s a 401(k), 403(b), 457 or another type of company plan, there are several ways you can move or take the money. It is critical to proceed with caution.
From an IRA rollover to a Roth conversion to a lump-sum distribution, it’s important to understand your options before making any decisions and avoid costly tax mistakes. There may also be significant tax-saving strategies to consider, which are only available at the time of your distribution. So it’s important you contact a professional who knows the rules.
Questions? We are specialized in and receive dedicated ongoing training specifically for navigating these critical retirement account decisions.
Chris Robinson, ChFC, and Team RFG
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