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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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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John D. Dovich & Associates
625 Eden Park Drive, Suite 310 • Cincinnati, OH • 45202
Phone: 513-579-9400 • Fax: 513-579-9444
• clare@jdovich.com

 

 

 

 

Securities offered through NFP Securities, Inc., a Broker/Dealer and Member FINRA/SIPC.

 

Investment Advisory Services offered through John D. Dovich & Associates, LLC, a Registered Investment Advisor.

 

John D. Dovich & Associates, LLC is a member of PartnersFinancial,

 a division of NFP Insurance Services, Inc., which is a subsidiary of National Financial Partners Corp,

the parent company of NFP Securities, Inc.

 

NFP Securities, Inc. is not affiliated with John D. Dovich & Associates, LLC.

 

 

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