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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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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R.M. Neilio & Associates - Financial Advisor
2 Mary E. Clark Drive Suite 3 Hampstead, NH 03841
Phone: 603-329-4305 Fax: 603-329-4728
www.rmneilio-associates.com solutions@rmneilio-associates.com

R. M. Neilio & Associates, Registered Investment Advisor


This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction.  As with any security, request a prospectus from your registered representative.  Read it carefully before you invest or send money. 

 

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