Lump Sum vs. Rollover Analyzer

	1.	What is your name?
	2.	What is your birthdate?		January February March April May June July August September October November December
	3.	How old will you be when you take your first retirement distribution? (this can be greater than 70½)		yrs.
	4.	What is your Federal Tax Filing Status?		Single Married Filing Jointly Married Filing Separately Head of Household
	5.	What is your Adjusted Gross Income (AGI)?	$
	6.	What is your estimated annual return?		0 1 2 3 4 5 6 7 8 9 10 11 12 %
	7.	What is your current Federal Tax Rate?		10% 15% 25% 28% 33% 35%
	8.	What is your estimated Federal Tax Rate during retirement?		10% 15% 25% 28% 33% 35%
	9.	What is your marginal state/local tax rate?		%
	10.	What is the amount in your retirement plan that you expect to either distribute as a lump sum or roll over into an IRA?	$

IMPORTANT LEGAL INFORMATION: This is an educational tool designed to provide you with feedback based on the information that you input and is not intended as investment advice. This is not a recommendation to buy or sell any particular product or security or a definitive answer to your personal financial situation. For a thorough analysis of your financial situation, please contact your financial advisor. These results are hypothetical only and do not reflect any particular financial vehicle. Some financial vehicles have charges, fees, and expenses that are not reflected in the results shown, and the impact of state and local taxes also are not included. If such costs were reflected, the amounts available for distribution would be lower.

Neither The Hartford nor its representatives may provide you with legal or tax advice. The information in this report is intended to be only an estimate of the amounts that may be available for your retirement. Before taking any action with respect to your retirement planning, you should consult with your personal financial or tax advisor for a more detailed analysis of your individual circumstances.

"The Hartford" is The Hartford Financial Services Group, Inc. and its subsidiaries, including Hartford Life Insurance Company, Hartford Retirement Services, LLC, and Hartford Securities Distribution Company, Inc. ("HSD"). HSD (member FINRA and SIPC) is a registered broker/dealer affiliate of The Hartford.