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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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 Potter Financial Group
1816 Front St Suite 220 • Durham, NC • 27705-2582
Phone: (919) 383-7421
Toll free: (800) 545-5830
 • Fax: (919) 383-6284
• info@potterfinancialgroup.com

 

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NFP Securities, Inc. is not affiliated with The Potter Financial Group.

 

Neither Benefit Services and Design nor Benefit Edge of the Carolinas are affiliated with NFP Securities, Inc. or The Potter Financial Group.

  

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