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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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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Fettig & Associates
6028 Stoney Brook Road, Suite 4 • Rogers, AR • 72758
Phone: (479) 273-7772
• len.fettig@cox.net

Len Fettig, Registered Representative, is licensed to sell securities in Arkansas and Illinois. Securities offered through and Registered Representative of Ausdal Financial Partners, Inc. Member FINRA/SIPC. Investment Advisory Representative and Advisory Services offered through Ausdal Financial Partners, Inc., a Registered Investment Advisor, 220 N. Main St., Suite 400, Davenport, IA 52801, 563-326-2064. Ausdal Financial Partners, Inc. and Fettig & Associates are independently owned and operated. The contents of this website do not constitute a solicitation to purchase or sell securities in other states. No offers may be made to or accepted from any resident outside of the specific states referenced.

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