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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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 and investment advisory services are offered solely by Equity Services, Inc., Member FINRA/SIPC, Broker/Dealer and Registered Investment Adviser, 354 Mountain View Dr, Suite 200, Colchester, Vermont 05446 (802) 864-6819.  All entities and individuals referenced are independent of Equity Services, Inc. unless otherwise noted.  The Vermont Agency is independent of Equity Services, Inc.

Starr Barnum is a Registered Representative and Investment Advisor Representative of Equity Services, Inc. and offers securities in Vermont. Starr is licensed to sell life and health insurance in Vermont, Connecticut, Massachusetts, Maryland, Virginia, and New York.

Registered Representatives of Equity Services, Inc. do not offer tax or legal advice. For advice concerning your own situation, please consult with your appropriate professional advisor. 

 


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