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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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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Securities America
107 Center Drive • Buffalo, MN • 55313
Phone: 763-682-9000 • Fax: 763-682-3228
• dave@sportsmendream.com

 Securities offered through Securities America, Inc., Member FINRA/SIPC. Advisory services offered through Securities America Advisors, Inc.  Sportsmen Dream Financial and the Securities America companies are separate entities.

 This website is neither an offer to buy nor a solicitation to sell securities.  The representative is licensed to sell and or discuss insurance in the following states:  ID, MN, MO, OH, VA.  The representative is licensed to sell and or discuss securities in the following states:  CA, IA, ID, IN, MN, MO, ND, OH.  The representative is licensed to offer advisory services in the following state: MN.