Retirement account rollover
Explore the options for rolling over your retirement account into another qualified account or cashing out on your retirement savings. You are encouraged to discuss rolling money from one account to another with your financial advisor/planner and to consider any potential fees and/or limitations of available investment options.
Cashing out could cost you
$ 126,887
- Balance at retirement if account rolled over: $ 1,141,981
- Lump-sum distribution after taxes and penalties: $ 1,015,094
This calculator is for information purposes only and is not intended to provide investment, legal, tax or accounting advice, nor is it intended to indicate the performance, availability or applicability of any product or service. The accuracy of this and its applicability to your circumstances is not guaranteed. You may wish to consult an appropriate and qualified advisor about your unique situation. This calculator is provided by EVERFI. EVERFI is not affiliated with this site's sponsor, owner or any affiliate thereof. You should always consult with your financial planner, attorney and/or tax advisor as needed. Results and analyses are based exclusively on information provided by you and no assumptions are made as to your particular situation. Projection is hypothetical in nature and not predications or guarantees. All investments carry a degree of risk and past performance is not a guarantee of future results. Asset allocation and diversification do not ensure a profit and do not protect against loss in declining markets.