Asset Planning, Inc. will review your distribution options, discuss the tax consequences, and help you plan an investment strategy so this very important asset will increase in value, helping to ensure a secure future.

There are many situations in which you may receive a lump sum distribution from a pension plan. You may have changed jobs, your current employer may have terminated its pension benefit plan, you may be receiving a court ordered distribution because of divorce, or you may have been a beneficiary in a family member’s estate. Whatever the reason, you may be faced with a sizeable lump sum distribution. Careful planning is essential to enable you to use these assets to enhance your retirement years.