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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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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Compass Point Advisors, LP
136 Summit Avenue, Suite 203 Montvale, NJ 07645
Phone: 201-391-5161 Fax: 201-391-6110
maria@compasspointlp.com

Representatives offering securities through Securities America, Inc., Member FINRA/SIPC www.finra.org, www.sipc.org . Advisory services offered through Securities America Advisors, Inc., Compass Point Advisors, L.P. and Securities America companies are unaffiliated. Securities America does not provide tax or legal advice. Please consult a tax or legal professional for answers to specific questions.  Representatives are licensed in insurance in the states of CT, FL, NJ, NY, SC; licensed in securities in the states of CA, CT, DE, FL, LA, MD, NC, NJ, NM, NY, OH, PA, SC, VA; licensed in RIA (Registered Investment Advisors) in the states of NJ and NY.