Retirement Plan Rollover Considerations

At retirement, you may need to choose how to take your benefits. There are several possibilities you might consider:

  1. Choose an annuity option offered through your employer retirement plan
  2. Roll over the funds to an IRA
  3. Take a lump sum distribution and pay tax on the distribution
  4. Leave the funds in your employer’s retirement plan
  5. Move the funds to a new employer plan
  6. Complete an in-plan Roth conversion
  7. Convert the funds to a Roth IRA

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