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Module 9

Retirement and Estate Planning > Planning for a Secure Retirement > Module 9

Module 9: Lump Sum Retirement Distribution

Examine lump sum distributions and what to do with one.​

9a: Lump Sum Distribution
The definition of a lump sum distribution

9b: What Should You Do With It?
Options for lump sum distributions

9c: Starting a New Job
What to do about a lump sum distribution

9d: Getting Ready to Retire
What to do about a lump sum distribution upon retirement

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