6 Options for a Distribution from a Company Plan

  |   ,
share this post

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.

To learn more, click here to download “6 Options for a Distribution from a Company Plan.”

Questions? We are specialized in and receive dedicated ongoing training specifically for navigating these critical retirement account decisions.

Chris Robinson, ChFC, and Team RFG

 FREE DOWNLOAD 

6 Options for a Distribution from a Company Plan


“These materials have been independently produced by RFG Wealth Advisory. RFG Wealth Advisory is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates (“Schwab”). Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. RFG Wealth Advisory provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will effect transactions for your account on our instruction.”

Securities offered through LPL Financial, Member FINRA/SIPC.  Investment advice offered through RFG Wealth Advisory, a registered Investment advisor and separate entity from LPL Financial.


The LPL Finanical registered representatives associated with this website may discuss and/or transact business only with residents in the states in which they are properly registered or licensed.  No offers may be made or accepted from any resident of any other state.

Copyright © 2023 RFG Wealth Advisory. All Rights Reserved.