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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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

$
 
   
   
Vest Benefit Solutions
2542 Sunrise Drive


P.O. Box 218		 • Barnhart, MO • 63012
Phone: 636-475-5600


Toll free 866-980-5600		 • Fax: 314-754-8142
• rick@rickvest.com

Richard S. Vest  offers securities and advisory services through Royal Alliance Associates, Inc., member FINRA/SIPC and a registered investment advisor. In this regard, this communication is strictly intended for individuals residing in the states of Missouri, Illinois, Iowa and Nevada. No offers may be made or accepted from any resident outside the specific states referenced.
 

Insurance placed through the Blue Chip Consortium, LLC.  Vest Benefit Solutions and Blue Chip Consortium, LLC are independent of Royal Alliance Associates.

IMPORTANT CONSUMER INFORMATION:

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For information concerning the licensing status or disciplinary history of broker-dealer, investment adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.