Withdrawals

Choose Wisely

Withdrawing money from your retirement saving can be temping. It can also be costly.

Besides triggering current taxes and possible penalties, a withdrawal could take a big toll on your financial future. So before you act, explore all your withdrawal options... and then decide.

Click on an option below to learn more - and compare all your choices side by side

Option 3
Take a withdrawal

If you're feeling a big pinch in
your wallet, you're not alone. But
before withdraw money
remember that....

Option 2
Roll over your money

Whether you're changing jobs, retiring
or leaving for other reasons, a rollover
may appeal to you if you want...

Option 1
Remain in plan

Keeping your money right where it
is. isn't only easy, it could be just plan
smart, especially if you like...

Not sure what to do?
Don't guess. Get the answers you need by contacting your financial professional or calling us at 1-800-584-6001.

Ready to move on?
If you already know what you want to do with the money in your account, you can proceed with your transaction.

Early withdrawals taken prior to age 59½ may be subject to a 10% federal penalty. Money distributed from your account will be taxed as ordinary income in the year the money was received. Account values fluctuate with market conditions, and when surrendered the principal may be worth more or less than its original amount invested.

We do not offer legal or tax advice. Seek the advice of a tax attorney or of a tax advisor prior to making a tax-related insurance/investment decision.