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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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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Wealth Investment Network, Inc.
909 Wright Summit ParkwaySte. 130 • Fort Wright, KY • 41011
Phone: 859-344-7460 • Fax: 1-513-672-0060
• danneken@winfp.com; krusso@winfp.com

Securities offered through 1st Global Capital Corp., Member FINRA, SIPC

Investment advisory services offered through Wealth Investment Network, Inc.

Wealth Investment Network, Inc., a registered investment adviser, is not affiliated with 1st Global Capital Corp.

We currently have individuals licensed to offer securities in the states of  AZ, FL, GA, IN, KY, NC, OH, and TN. This is not an offer to sell securities in any other state or jurisdiction.

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