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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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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The Coup Agency
110 Market Street Lewisburg, PA 17837
mcdowell_eric@nlvmail.com
benfer_dawn@nlvmail.com

Securities and investment advisory services are offered solely through registered representatives and investment adviser representatives of Equity Services, Inc., Member FINRA/SIPC,  Broker/Dealer and Registered Investment Adviser, 500 Franklin Ave, Unit 5, Berlin, MD 21811, 410-629-0357.  The Coup Agency and all other entities and individuals referenced are independent of Equity Services, Inc. unless otherwise noted.

Eric McDowell  is a Registered Representative and Investment Advisor Representative of Equity Services, Inc. and offers securities in Pennsylvania, Maryland, and Oregon. He is insurance-licensed in Pennyslvania.


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