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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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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The Terzolo Financial Group, Inc.
3208 West Genesee Street • Syracuse,, NY • 13219
Phone: (315) 484-1020 • Fax: (315) 701-2923
• andrew@terzolofinancial.com

Shelly T. Terzolo is a registered representative registered to transact business with clients in New York, Virginia, Florida. North Carolina, and Connecticut is advisory licensed in the following states. New York and North Carolina is also an insurance agent licensed in New York, Florida. If you are not a resident of the states noted above, all investment-related information on this site is for informational purposes only and does not constitute a solicitation or offer to sell securities or insurance services over the internet. Securities offered through H.D. Vest Investment ServicesSM, Member: SIPC, Advisory Services offered through H.D. Vest Advisory Services SM, 6333 North State Highway 161, Fourth Floor, Irving, TX 75038, 972-870-6000.

The Terzolo Financial Group, Inc. is not a registered broker-dealer or independent advisory firm.


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