Distribution Options

There are 4 basic choices

There are 4 basic choices for distributions. We’ll take a look at each one.

     If you’re eligible for a distribution from a qualified retirement plan, such as a 401(k) or 403(b), you can simply take all or part of the money in cash.

     Or, you may be able to leave the assets where they are in your current employer’s qualified retirement plan.

     There’s the possibility of moving the money to a new employer’s qualified retirement plan.

     Finally, you can move the assets into an Individual Retirement Account (IRA). This process is known as a rollover.

Click on the links below to read more about those options:

        Take the cash & pay the tax

        Leave the assets where they are

        Move the assets to the New plan

        Rollover to an IRA