Skip Navigation Download Adobe Acrobat Reader 5.0 or higher to view PDFs.
Man looking out a brightly lit window

Financial Learning Center

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.

Share Article:
Add to GooglePlus

Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA (Opens in a new Window)/SIPC (Opens in a new Window).  UniVest Financial Services is a trade name of UniBank. Infinex and UniBank are not affiliated. Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of, nor guaranteed or insured by, any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.