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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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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Mission Financial Services
7804 Montgomery Avenue

Suite One		 • Elkins Park, PA • 19027
Phone: 215 635-6300 • Fax: 215 635-3354

Roland R McDuell is a registered representative registered to transact business with clients in  Delaware, Florida, Maine, New Jersey, Oregon, Pennsylvania and Virginia. Roland R McDuell is advisory licensed in the following states: Arizona, Florida, Oregon, Pennsylvania and Virginia.  Roland R McDuell is also an insurance agent licensed in Pennsylvania. Dawn L McDuell is a registered representative registered to transact business with clients in Pennsylvania.  Dawn L McDuell is advisory licensed in the Pennsylvania.    If you are not a resident of the states noted above, all investment-related information on this site is for informational purposes only and does not constitute a solicitation or offer to sell securities or insurance services over the internet. Securities offered through H.D. Vest Investment ServicesSM, Member: SIPC, Advisory Services offered through H.D. Vest Advisory Services SM, 6333 North State Highway 161, Fourth Floor, Irving, TX 75038, 972-870-6000.

Investments & Insurance Products:
Are not insured by the FDIC or any federal government agency
Are not deposits of or guaranteed by the bank or any bank affiliate
May lose Value

Mission Financial Services is not a registered broker/dealer or independent investment advisory firm.