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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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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Comprehensive Retirement Solutions
11595 N. Meridian St.
Suite #515
Carmel, IN 46032
Phone: 317.844.5100 / 866.874.5493 Fax: 317.844.2970
mike@crsindiana.com

 

 

 

 

 

 

 

 

 

 

Comprehensive Retirement Solutions is independent of John Hancock Life Insurance Company and Signator Investors, Inc.

 

8425 WOODFIELD CROSSING BLVD , STE 250W - INDIANAPOLIS, IN 46240 - 317-469-6021

We are licensed to sell Insurance Products in the following states:
Alabama, Arizona, California, Florida, Georgia, Illinois, Indiana, Kentucky, Michigan, Minnesota, Missouri, North Carolina, New Hampshire, Ohio, South Carolina, Virginia.

We are registered to sell Securities in the following states:
Alabama, Arizona, California, Florida, Georgia, Illinois, Indiana, Kentucky, Michigan, Minnesota, Missouri, North Carolina, New Hampshire, Ohio, South Carolina, Virginia.

Offering John Hancock insurance products.
Securities and Investment Advisory Services offered through Signator Investors, Inc.,
Member FINRA, SIPC, a Registered Investment Advisor.

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