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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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

$
 
   
   
Securities America
3001 Waterdam Plaza Dr, Ste 180 • McMurray, PA • 15317
Phone: (724) 969-0277 • Fax: (724) 969-0228
• gary.krikorian@securitiesamerica.com

Securities offered through Securities America, Inc., Member FINRA/SIPC and advisory services offered through Securities America Advisors, an SEC Registered Investment Advisor.  Gary Krikorian, Representative.  

 

 

LICENSE TYPE                        STATES REGISTERED

 

                                                                                                                                                                                             

Insurance                                              CA, FL, GA, IL, IN, KY, MD, MI, NC, NV, OH, PA, VA, WV

                                                                                                                                                         

 

Securities                                              AL, AZ, CA, FL, GA, IL, IN, KY, MA, MD, MO, NC, NV, NY, OH,  

                                                              PA, RI, SC, TN, TX, VA, WA, WV

 

RIA                                                       PA