Lump-Sum Distribution

Term Definition
Lump-Sum Distribution
A one-time payment of the entire amount held in an employer-sponsored retirement, pension plan, annuity, or similar account, rather than breaking payments into smaller installments.

Phone

Office: (888) 987-8702
Fax: 
(888) 507-1238

California Office

2945 Townsgate Road, Suite 200
Westlake Village, CA 91362

Utah Office

1548 W. Preserve Ct.
Bluffdale, UT 84065