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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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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Acito & Paolini LLC
35 Kings Highway East • Haddonfield, NJ • 08033
Phone: 856.354.0999 • Fax: 856.354.0998
www.AcitoPaolini.com

 

 

 

Securities offered through Ameritas Investment Corp. (AIC).  Member FINRA/SIPC. 

AIC and Acito & Paolini, LLC are not affiliated.

 

This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction.

As with any security, request a prospectus from your registered representative.

Read it carefully before you invest or send money.

Securities products are limited to residents of NJ, PA, MD, OH, NC, VA, GA, FL

 

A representative from Acito & Paolini, LLC will contact you to provide requested information.