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Distribution Calculator
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What are my qualified plan options when I change employers?

Deciding what to do with your employer-sponsored retirement plan when you change employers is an important decision, but it doesn't have to be a stressful one. This calculator will help you better understand what your options are and which option is most beneficial to you.

After you've entered your information below, click the "Calculate" button to review your distribution decision.

Distribution Calculator
What is your date of birth?  /  /
What is your current qualified retirement plan (QRP) balance? $
What is your current federal income tax rate?
What QRP distribution option would you like?


This calculator provides an estimate of your situation and is based on the assumptions listed above which may or may not apply to your actual situation. The calculation is not intended to provide either specific advice or a recommendation to any individual. Please consult a professional tax advisor before taking specific action.