Strategize and Spend Wisely
Do you have a strategy for living off your retirement funds in your employer-sponsored plan? No one way is best for everyone, so talk to your financial or tax advisor before you make any major investment decisions.
The following chart provides some of your potential options:
Retirement Plan Payout Options
|Option||Tax Impact||Other Considerations|
|Roll Money into an IRA||
|Leave Money in Plan||
This material is provided for general and educational purposes only, and is not intended to provide legal, tax or investment advice, or for use to avoid penalties that may be imposed under U.S. federal tax laws. Contact your attorney or other advisor regarding your specific legal, investment or tax situation.
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