Episode 283: Six Distribution Options
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The pandemic changed many things. We witnessed \\u201cThe Great Resignation.\\u201d According to Pew Research, the nation\\u2019s \\u201cquit rate\\u201d reached a 20-year high last November.
Were you one of those who left?
If so, do you know all the options you have available to you for your company retirement plan distribution? Whether it\\u2019s a 401(k), 403(b), 457 or another type of company plan, there are several ways you can move or take the money. From an IRA rollover to a Roth conversion to a lump-sum distribution, it\\u2019s important to understand your options before making any decisions to avoid costly tax mistakes. There may also be significant tax-saving strategies to consider that are only available at the time of your distribution, so it is critical to proceed with caution.
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