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Lump Sum Distribution Planning
You've worked hard and saved for the future. Now perhaps you're retiring or you may be changing jobs. Either way, you're ready to take the money from your pension, 401(k) or similar retirement plan and make it work for you. You've got a number of decisions to make as you figure out how to manage your nest egg. There are a number of ways to handle a lump sum distribution, each with its own tax ramifications. Hamilton Cavanaugh & Associates, Inc. will help you explore what options are available to you and how to best address your particular situation.
Please contact us for details.
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