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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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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Mark Stevens Financial LLC.."Your Money. And Your Life" Investments, Asset Management, College Savings, Estate Planning, Nursing Home Protection, Legacy Planning
3870 North Buffalo Rd. • Orchard Park, NY • 14127
Phone: 716-667-7432 • Fax: 716-972-0250

 

 

Mark Stevens is a Registered Representative of and offers securities products & services through FSC Securities Corporation, Member FINRA/SIPC, a registered broker-dealer.  In this regard, this communication is strictly intended for individuals residing in the states of FL, GA, IN, MI, NY, OH, PA, and SC.  No offers may be made or accepted from any resident outside the specific state referenced.

Securities and investment advisory services offered through FSC Securities Corporation, Member FINRA/SIPC and a registered investment adviser. Mark Stevens Financial LLC. is not affiliated with FSC Securities Corporation or registered as a broker-dealer or investment adviser.
Advisory services offered through FSC Securities Corporation, a Registered Investment Advisor.

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