Before You Move It
What a rollover, lump sum, or annuity changes — before you sign.
A before-you-roll-it-over checklist, pension lump sum versus annuity, leaving assets in the plan, and liquidity and surrender terms.
When this applies: A rollover, annuity, pension election, or lump sum is being proposed.
Guides for this section are being written. In the meantime, tell us what you are trying to figure out.