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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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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Mangrove Financial Group, St. Petersburg, Florida
9887 4th Street N Suite 319 St. Petersburg, FL 33702
Phone: 727-374-2990
jmartin@mangrovefinancialgroup.com

Securities offered through G.A. Repple & Company.  A Registered Broker/Dealer and Investment Advisor, Member FINRA & SIPC.  101 Normandy Road Casselberry FL 32707, (407) 339-9090.

We are licensed to sell Insurance Products in: AL, AZ, CO, FL, GA, LA, MD, MS, NE, TX

We are registered to sell Securities in: AZ, CA, FL, MD, MS, NC, NE, SC, TN, WI 


 

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