DROP decision impact

Project the one-year tax math for each way you could handle a DROP lump sum — cash, rollover to 457(b), rollover to Traditional IRA, Roth conversion, or a partial split. Paths are shown side by side, in a fixed order, with the underlying IRS rules cited.

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This tool reads from your retirement profile to prefill the lump sum, filing status, and age at distribution. Sign in or build a profile to get started.

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