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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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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Professional Financial Services, Inc. | Al Joseph, Jr.
P.O. Box 3554 Peachtree City, GA 30269
Phone: 678-364-9676 Fax: 678-545-0705
al@aljosephjr.com

Securities offered through Resource Horizons Group, L.L.C. Member FINRA/SIPC.

Advisory services offered through Resource Horizons Investment Advisory.

1350 Church Street Ext. 3rd Floor Marietta, GA 30060 770-719-1970

Registered to offer securities in the following states: Georgia

Registered to offer advisory services in the following states: Georgia