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.
Contact Chris Robinson RFG Wealth Advisory at 940-464-4104 to schedule a time for a visit.
Chris Robinson, ChFC, and Team RFG
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