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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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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Insurance Analysis & Planning

3 Office Park Circle, Suite 200

Birmingham, AL 35223
Phone: (205) 879-0809

Securities are offered solely through registered representatives of Equity Services, Inc., Member FINRA/SIPC,  Broker/Dealer and Registered Investment Adviser, 1050 Crown Pointe Parkway, Suite 1000, Atlanta, Georgia 30338, (770) 512-5100.  Strong Financial and all other entities and individuals referenced are independent of Equity Services, Inc. unless otherwise noted.

Henry Strong is a Registered Representative of Equity Services, Inc. and offers securities in Alabama and Georgia. He is insurance-licensed in Alabama, Georgia, Louisiana, Mississippi and Tennessee.


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