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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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?

$
 
   
   
Laadt & Freiser Financial

John B. Laadt, MBA, CPCU, CLTC

250 Montauk Highway

East Moriches, NY 11940

Phone: 631 878 2853

Fax: 631 207 8480

Email: jlaadt@northridgesecurities.com



Munro I. Freiser, JD*, CLTC

191 Erik Drive

East Setauket, NY 111733

Phone: 631-509-5646

Fax: 631-982-5012

Email: mfreiser@northridgesecurities.com

*Licensed but not practicing law on

 behalf of any insurance carrier.

www.LFFinancial.net jlaadt@northridgesecurities.com mfreiser@northridgesecurities.com

 

Securities offered by North Ridge Securities Corp., 1895 Walt Whitman Road, Melville, NY  11747  (631) 420-4242  Members FINRA/SIPA