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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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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Antoine Williams & Associates Financial
2997 Shelburne Road Shelburne, VT 05482
Phone: 802-985-8808 or 866-985-8808 Fax: 802-985-8850
Williams_Antoine@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, 3654 Mountainview Drive, Suite 200, Colchester, VT, 05446, (802)864-0331.  Antoine Williams & Associates Financial Services  and all other entities and individuals referenced are independent of Equity Services, Inc. unless otherwise noted.

Antoine Williams is a Registered Representative and Investment Advisor Representative of  Equity Services, Inc. and offers securities in AZ, CA, CO, CT, FL, MA, MD, MT, NC, NH, NJ, NY, OH, RI, TX, & VT..  He is insurance-licensed in CA (insurance license # 0H56016), DC, FL, NY, RI & VT. 


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