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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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

$
 
   
   
FSC Securities Corporation
22 Elm Street Worcester, MA 01608
Phone: 508-831-9500
Toll Free: 800-370-1718
Fax: 508-797-4030


Dudley Office Location


New Lakeside & Dudley Insurance Agency
12 Airport Road
Dudley, MA. 01571

Phone: 508-943-0090
Toll Free: 866-366-6435
Fax: 508-943-3917