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 Home >  Retirement Plan Savings
Your Retirement Plan Savings

A Summary of Your Options
There are four basic options you should understand when considering a distribution from your retirement plan.

The Retirement Consulting Group and your financial professional understand the ins and outs of each distribution option and are able to provide:

  • A detailed review of your choices, the tax consequences, and the issues to consider with each option
  • Answers to specific questions you have regarding your particular distribution
  • A discussion of which option may be best, given your unique needs
  • Details on the process and timing needed to put your plan in motion

The Retirement Consulting Group can put you in touch with a local financial professional, if you are not already working with someone, who specializes in IRA rollovers to help you implement your distribution choice.

New York Life Insurance Company and its affiliates do not provide tax, legal, or accounting advice. Please consult with your professional advisor for information regarding your personal situation.

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