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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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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Kanter Associates
24800 Denso Drive, Suite 140 Southfield, MI 48033-7448
Phone: 248-357-2424 Fax: 248-357-0112
Kanter_Austin@nlvmail.com

Securities and investment advisory services are offered solely through registered representatives and investment adviser representatives of Equity Services, Inc., Member FINRA/SIPC, Broker/Dealer and Registered Investment Adviser, 24800 Denso Drive, Suite 140, Southfield, Michigan 48033  (248) 357-2424. Kanter Associates and all other entities and individuals referenced are independent of Equity Services, Inc. unless otherwise noted.


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