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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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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HD Vest
3535 Briarpark, Ste 109 Houston, TX 77042-5234
Phone: 713 532 4829 Fax: 713 954 2099
lrust@nathans-rust.com

Lori Rust is a registered representative registered to transact business with clients in Texas, Florida,  Louisiana, and Massachusetts.   Lori Rust is also an investment adviser representative licensed in TX, FL, LA & MA.  Lori Rust is insurance licensed in the state of Texas.  If you are not a resident of the states noted above, all investment-related information on this site is for informational purposes only and does not constitute a solicitation or offer to sell securities, investment advisory services or insurance services over the internet.

Securities offered through H.D. Vest Investment ServicesSM, Member *SIPC Advisory Services offered through H.D. Vest Advisory ServicesSM, 3535 Briarpark, Suite 109, Houston, TX 77042-5234, 713 532 4829.  *www.sipc.org

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