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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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?

$
 
   
   
Retirement Advisors, Inc.
13720 Cypress Terrace Circle
Ste. 302
Fort Myers, FL 33907
Phone: (239)936-5441

garret.norris@multifin.com

jeffrey.basik@multifin.com

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

 

Multi-Financial and Retirement Advisors, Inc. are not affiliated companies.

Retirement Advisors, Inc., 13720 Cypress Terrace Circle, Ste. 302, Fort Myers, Fl. 33907

 

 

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 FL,GA,IA,IL,IN,MA,MI,MN,NC,NY,OH,PA,SC,TX,VA,VT,WI.

We are registered to sell Securities in CA,FL,GA,IA,IL,IN,KS,MA,MI,MN,NC,NY,OH,PA,SC,TX,VA,VT,WA,WI.

[ Online Privacy Policy | Important Disclosures | Privacy Promise | Order Routing Disclosure ]