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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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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Nwf Advisory
11835 W. Olympic Boulevard
Suite 1150 East		 • Los Angeles, CA • 90064
Phone: (310) 475-5854 • Fax: (310) 207-1628

The financial advisors at NWF Advisory are Registered Representatives of and offer securities products & services through Royal Alliance Associates, Inc. Member FINRA/SIPC, a registered broker-dealer. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CA, CT, DC, DE, FL, GA, HI, ID, IL, IN, MA, MD, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, RI, TX, UT, VA, WA, WI, and WY. No offers may be made or accepted from any resident outside the specific states referenced.

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