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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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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Alexander Wealth Advisor, Llc
284 Ayer Road • Harvard, MA • 01451
Phone: 978-772-1400 • Fax: 978-772-7314
• dave@dbalexander.com

Securities offered through 1st Global Capital Corp., Member FINRA, SIPC
Investment Advisory services offered through 1st Global Advisors, Inc.
I am currently licensed to offer securities in Massachusetts, New Hampshire and Virginia.
This is not an offer to sell securities in any other state or jurisdiction.