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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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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Tower Square Securities, Inc.
106 Haines Street Newark, DE 19711
Phone: (302) 738-3535Toll Free: (800) 243-6833 Fax: (302) 738-0112
www.ps-financialservices.com andre.hoeschel@tssimail.com

Securities and Investment Advisory Services offered through Tower Square Securities, Inc.(member FINRA/SIPC) and a Registered Investment Adviser.  Poland and Sullivan Financial Services is a separate entity from Tower Square Securities, Inc. Andre Hoeschel is registered in the states of DE, FL, GA, MD, NJ, PA, and VA for the sale of securities products.

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