image of douglas macdonaldIt’s important to understand the options for the savings you have in your former employer’s retirement plan. If you are eligible to take your money out (this is known as a distribution), there are typically four possible options. There are advantages and drawbacks for each option. You should consider the differences in investment options, fees and expenses, tax implications, services and penalty free withdrawals.

This summary can help you identify some important considerations. There may be other factors to consider due to your specific needs and situation. You may wish to consult with your tax or legal advisor.
For more information call Douglas MacDonald at 925-786-0328 your local Principal Financial Group Financial Advisor.  

Douglas MacDonald
Financial Representative
Princor Registered Representative
CA Insurance License #0H24594
The Principal Financial Group®
500 Ygnacio Valley Road
Suite 150
Walnut Creek, Ca 94596 
Direct  925-786-0328
Fax     925-906-4601

Insurance products from the Principal Financial Group® are issued by Principal National Life Insurance Company (except in New York), Principal Life Insurance Company, and the companies available through the Preferred Product Network, Inc.  Securities offered through Princor Financial Services Corporation, (800) 247-1737, member SIPC. Principal National, Principal Life, the Preferred Product Network and Princor® are members of the Principal Financial Group, Des Moines, IA 50392.
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