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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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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Snider, Fuller & Associates
5 Depot Street • Athens , OH • 45701
Phone: (740) 594-8385 • Fax: (740) 592-6101
• investments@sniderfuller.com

 

Securities offered through Registered Representatives of NFP Securities, Inc. (NFPSI), Member FINRA/SIPC.

 

Investment Advisory Services offered through Investment Advisory Representatives of NFPSI.

 

Snider Fuller & Associates is a member of PartnersFinancial, an affiliate of NFPSI.

Snider Fuller & Associates and NFPSI are not affiliated.

 

NFP Securities, Inc. does not provide tax or legal advice.  Any decisions whether to implement these ideas

should be made by the client in consultation with professional financial, tax, and legal counsel.

 

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