Making Your Retirement Stream Last
- Get Familiar with Your Choices
- Making the Decision: Annuity or Lump Sum?
- Taking a Lump-Sum Distribution: Know Your Options
- Moving from Your Company's Retirement Plan Before You Retire
- Early Withdrawals
Taking a Lump-Sum Distribution: Know Your Options
When you take a lump-sum distribution, you have several options: take it as income, invest it and gradually withdraw money as you need it, or simply watch it grow.
SUGGESTION: Consult your tax professional regarding the tax implications of taking a lump-sum distribution. You may be eligible for favorable tax treatment in certain circumstances.
Share Article:
FINRA SIPC
Securities and insurance products are offered through INFINEX INVESTMENTS INC. and its affiliates, member FINRA/SIPC. Infinex Investments Inc. and Exchange Investment Services, Inc. are independent entities.
Securities and insurance products are offered through INFINEX INVESTMENTS INC. and its affiliates, member FINRA/SIPC. Infinex Investments Inc. and Exchange Investment Services, Inc. are independent entities.
Not FDIC Insured | Not Bank Guaranteed | May Lose Value | Not Guaranteed by any Government Agency | Not a Bank Deposit
This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. registered representatives. Infinex Investments Inc. registered representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all the investments and services mentioned are available in every state.
