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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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

$
 

Information and interactive calculators are made available to you as self-help tools for your independent use and are not intended to provide investment advice. We can not and do not guarantee their applicability or accuracy in regards to your individual circumstances. All examples are hypothetical and are for illustrative purposes. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues. Calculators provided by Emerald Publications.

   
   
Union Benefits Group
125 East Elm StreetSuite 300 Conshohocken, PA 19428
Phone: 610.348.7022 Fax: 610.897.2999
www.unionbenefitsgroup.com

Securities and advisory services offered through Financial Network Investment Corporation, member FINRA, SIPC.

 

 

 

 

We are registered to sell securities in the following states:

Delaware, Florida, New Jersey, New York and Pennsylvania

 

We are licensed to sell insurance products in the following states:

Delaware, Florida, Maryland, New Jersey, New York and Pennsylvania

 

Union Benefits Group is not affiliated with Financial Network Investment Corporation

The registered representative(s) and/or investment adviser representative(s) listed on this website are licensed and registered in the following states:

We are licensed to sell Insurance Products in DE,FL,MD,NJ,NY,PA.

We are registered to sell Securities in DE,MD,NJ,NY,PA.

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