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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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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Jim Coleman Financial Advisor Waterbury CT
60 Lakeside Blvd. West • Waterbury, CT • 06708
Phone: 203-756-PLAN (7526)
1-800-280-2399		 • Fax: 203-755-2041
• Jim@ColemanAdvisoryGroup.com

Securities offered through Securities America, Inc. Member FINRA/SIPC James W. Coleman, Registered Representative. Advisory services offered through Securities America Advisors, Inc., James W. Coleman, Investment Advisor Representative.  Coleman Financial Advisory Group and the Securities America companies are non-affiliated.

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