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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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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Phone: 972-380-0063
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Securities and investment advisory services are offered solely through Registered Representatives and Investment Advisor Representatives of Equity Services, Inc. Member FINRA/SIPC, 3600 N. Capital of Texas Highway, Building B, Suite 180, Austin, Texas 78746  (512) 266-1658.  Creative Financial Professionals and all other entities referenced are not affiliated with Equity Services, Inc., unless otherwise noted.

Neil Resnik is a Registered Representative and Investment Advisor Representative of Equity Services, Inc. and offers securities in Texas.  Neil is also licensed to offer life insurance and annuities in Texas.

This site is not a solicitation of interest in any of these products in any other state.

 


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