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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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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Concord Financial Group
1000 North West Street Wilmington, DE 19801
Phone: (302)478-4707 Fax: (302)478-4745
www.concordfinancialgroup.com coumanakos_ephimia@nlvmail.com

Ephie Coumanakos, Doug Ferris and Eddie Ghabour are Registered Representatives and Investment Advisor Representatives of Equity Services, Inc. Securities and investment advisory services are offered solely by Equity Services, Inc., Member FINRA/SIPC,  Broker/Dealer and Registered Investment Adviser, 500 Franklin Ave, Suite 5, Berlin, MD 21811. (410) 629-0357.  Concord Financial Group and all other entities and individuals referenced are independent of Equity Services, Inc. unless otherwise noted.


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