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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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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Navigation Financial Group
15770 N. Dallas Parkway, Suite 650 • Dallas, TX • 75248
Phone: 214-217-5800 or 800-222-5649 • Fax: 214-217-5801
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Advisor Representatives are Registered Representatives of and offer securities through Securities America, Inc., member FINRA/SIPC.

Planning and Advisory Services available through Securities America Advisors, Inc.

Navigation Financial Group and its affiliates are independent of the Securities America companies.