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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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

$
 
   
   
Northeast Investment Advisors, LLC.
40 Speen St. Suite 202 Framingham, MA 01701
Phone: 508-424-0686 Fax: 508-424-0685
info@northeastia.com

Securities offered through Investors Capital Corporation. Member FINRA/SIPC

Advisory Services offered through Investors Capital Advisory.

www.finra.org

www.sipc.org