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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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

$
 
   
   
Boston Partners Financial Group, LLC
138 River Road, Suite 310 • Andover, MA • 01810
Phone: 978-689-9303

 

Boston Partners Financial Group, LLC is independent of John Hancock Life Insurance Company and Signator Investors, Inc.

138 RIVER ROAD - ANDOVER, MA 01810 - 978-689-9303

We are licensed to sell Insurance Products in the following states:
Massachusetts, New Hampshire.

We are registered to sell Securities in the following states:
Massachusetts, New Hampshire.

Offering John Hancock insurance products.
Securities and Investment Advisory Services offered through Signator Investors, Inc.,
Member FINRA, SIPC, a Registered Investment Advisor.

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