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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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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D & G Advisory Group
N6682 South Harbor Lane Menominee, MI 49858
Phone: 906-863-8069 800-299-0368 Fax: 906-863-8080
david@dgadvisory.com

Securities offered through:  FSC Securities Corporation

A registered broker/dealer. Member FINRA/SIPC.

Investment Advisory Services offered through D&G Advisory Group,

 A registered investment advisor not affiliated with FSC Securities Corporation.