What are my options when receiving a distribution from my IRA or 401(k)?

In general, when you receive a distribution from a 401(k) or IRA you consider the four following tax options:

Starting in 2010, everyone qualifies to convert to a Roth IRA. As with any rollover, you will want to arrange a direct rollover from the plan to the Roth IRA to avoid mandatory income tax withholding and to not worry about the 60-day window which the transfer must be completed.

Please contact one of our IRA Experts at 800-472-0646 for more information.


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