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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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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Investment Planning Group, Inc
25117 Detroit Rd Suite 210 • Westlake, OH • 44145
Phone: 440-899-7700 • Fax: 440-899-7704
• cdivito@investmentplanninggroup.com

Securities and advisory services offered through Independent Financial Group, LLC, a registered broker-dealer and investment advisor. Member FINRA/SIPC Office of supervisory jurisdiction: 12636 High Bluff Drive, Suite 100, San Diego, CA. 92130

Investment Planning Group, Inc., and Independent Financial Group and not affilited.

Securities licensed in OH, PA TX, AZ, CA, FL, MD, IL and NY. Fee based or advisory services are available to residents of OH

This Communication is strictly intended for individuals residing in the states listed above, where the registered representative is licensed to conduct securities business, and as an investment advisor. No offers may be made to or accepted from anyone outside of the specific states refernce.

 

 

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