Retirement Plan Early Distribution  

If you take an early distribution from your tax-deferred account how much will you have remaining after paying income taxes and penalties?

The tax-deferred account may be a 401(k) plan, your Individual Retirement Account (IRA), Profit sharing Plan, or other tax-deferred savings account.

     


What will your marginal tax rate be after making the withdrawal?
(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)

What is the amount you plan to withdraw from your tax-deferred account?

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Financial Assets, Inc.
12600 Deerfield Parkway Suite 100 Alpharetta, GA 30004
Phone: (678) 566-3577 Fax: (678) 566-3916
information@financialassetsinc.com

Securities and advisory services offered through Multi-Financial Securities Corporation, member FINRA, SIPC.

12600 DEERFIELD PARKWAY SUITE 140 ALPHARETTA GA 30004

 

Financial Assets, Inc. and Multi-Financial are not affiliated.

The registered representative(s) and/or investment adviser representative(s) listed on this website are licensed and registered in the following states:

We are licensed to sell Insurance Products in GA.

We are registered to sell Securities in AL,CO,FL,GA,IL,MO,MS,OK,SC,TX.

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