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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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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Namey Financial Group
6620 Southpoint Drive South
Suite 600
Jacksonville, FL 32216
Phone: (904) 421-1095 Fax: (904) 421-1097
dnamey@nameyfinancialgroup.com

Securities and investment advisory services offered through H. Beck, Inc., member FINRA/SIPC and an SEC registered investment advisor. H. Beck, Inc. and Namey Financial Group, Inc. are not affiliated.  We are registered to offer securities and insurance products in the following states:  Florida, Nevada.  This is not an offer to sell or solicit securities or insurance in any other state of jurisdiction. 

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