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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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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Albany Financial Group
80 Wolf Road, Suite 301 • Albany, NY • 12205
Phone: (518) 786-3300 • Fax: (518) 786-7009
• llaplante@albanyfinancial.com

The financial consultants of Albany Financial Group are Registered Representatives with, and offer Securities through, LPL Financial LLC, Member FINRA/SIPC.

 

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