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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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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ONE Source Financial Group, Inc.
270 Benton Drive • East Longmeadow, MA • 01028
Phone: 413-759-0000 • Fax: 413-525-2494
• info@osfgroup.com

Robert Berriman and Dan Jamroz are Registered Representatives and Investment Advisor Representatives of and offer securities and advisory services through WRP Investments, Inc., member FINRA & SIPC. ONE Source Financial is not affiliated with WRP Investments, Inc. Securities activities and advisory services are supervised from WRP Investments, Inc. office at 4407 Belmont Avenue, Youngstown, OH 44505. 800-589-2023. Securities activities are available to residents of the following states only: CA, CT, FL, MA, NJ, NY, OH, SC, VT and WA, for Robert Berriman, and to residents of the following states only:  MA, CT, NJ, NY, and VT for Daniel Jamroz.  

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