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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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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Telephone: (518) 688-2223
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Email: rfrontera@npafinancial.com

NPA Financial LLC.
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Fax: (607) 722-1184

Henderson, NV 89015
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The Brock Agency
Utica, NY 13502
Telephone: (315) 732-6191
Fax: (315) 798-4478

Securities and investment advisory services are offered solely through Registered Representatives and Investment Advisor Representatives of Equity Services, Inc., Member FINRA/SIPC, 28 Corporate Drive, Suite 100, Clifton Park, NY 12065, 518-688-2223. Equity Services, Inc. is a Broker/Dealer and Registered Investment Adviser Affiliate of National Life Insurance Company, Montpelier, Vermont. NPA Financial, LLC. and all other entities and individuals referenced are independent of Equity Services, Inc. unless otherwise noted.


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