Making Your Retirement Stream Last

Taking a Lump-Sum Distribution: Know Your Options

When you take a lump-sum distribution, you have several options: take it as income, invest it and gradually withdraw money as you need it, or simply watch it grow.

SUGGESTION: Consult your tax professional regarding the tax implications of taking a lump-sum distribution. You may be eligible for favorable tax treatment in certain circumstances.

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Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC. Insurance products are offered through LPL or its licensed affiliates. Premier America Credit Union and Premier America Investment & Retirement Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Premier America Investment & Retirement Services, and may also be employees of Premier America Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Premier America Credit Union or Premier America Investment & Retirement Services. CA Insurance License #0759204, TX Insurance License#1643255.

Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government Agency Not Credit Union Guarantee Not Credit Union Deposits or Obligations May Lose Value

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