An IRA dilemma: To roll or not to roll

InvestWhen you take a distribution from your company’s retirement plan – at retirement or when you change jobs – you may find yourself with a sizable sum of money. This windfall is often referred to as a lump-sum distribution. In addition to wondering what you should do with this money, you also may have concerns about taxes and investing issues that you never had to think about before, such as early withdrawal penalties and a 20% mandatory withholding. Click Here to download