Distribution Options – Summary

Congratulations on making it this far! You are obviously taking this important decisions seriously, carefully considering all of your options.

It is important to note that you may choose to split your account and choose to handle each portion independently. Perhaps you need some of the money for current expenses but, wish to avoid the severe tax consequences on the majority of the balance. So, cash-out what you need now and rollover the balance. If you feel you may need to tap into your retirement savings again, make sure that whichever vehicle you rollover into allows you to come back for more.

If you decide that you need an IRA we would welcome the opportunity to assist.

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