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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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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Frank W. Nobile & Associates - Independent Insurance, Benefits, and Investment professional
309 Midfield Drive Ambler, PA 19002-1118
Phone: 215-285-1161 Fax: 215-565-2644
www.franknobile.com fwnobile@hotmail.com

We are licensed to sell Insurance Products in the following states:

New Jersey, Pennsylvania & New York.


We are registered to sell Securities in the following states:

New Jersey and Pennsylvania.

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