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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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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24800 Denso Drive, Suite 140 • Southfield, MI • 48033
Phone: 248-357-2424 • Fax: 248-357-0112
• Bowman_Jon@nlvmail.com

Securities and investment advisory services are offered solely by Equity Services, Inc., Member FINRA/SIPC, Broker/Dealer and Registered Investment Adviser, 24800 Denso Drive, Suite 140, Southfield, MI 48033 (248) 357-2424.   All entities referenced are independent of Equity Services, Inc. unless otherwise noted.

Jon is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. and offers securities in MI, AL, AZ, AR, CO, FL, GA, KY, IL, IN, MN, MO, NC, NE, OH, PA, TX, WA.  Jon is insurance-licensed in the following states: MI, AL, AZ, AR, CO, FL, GA, KY, IL, IN, MN, MO, NC, NE, OH, PA, TX, WA, WV.
 


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