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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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

$
 
   
   
Granite Financial Partners
763 Chestnut Street • Manchester, NH • 03104
Phone: (603) 641-1999
toll free: 877-334-1997		 • Fax: (603) 641-1998
• jay@gfpnh.com

 

Securities offered through Registered Representatives of NFP Securities, Inc. (NFPSI), Member FINRA/SIPC.

Investment Advisory Services offered through Investment Advisory Representatives of NFPSI. 

NFPSI is not affiliated with Granite Financial Partners.

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