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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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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Randal S. Poirier, ChFC, Financial Planner, Independence Financial Partners
2 Meeting House Lane • Little Compton, RI • 02837
Phone: 401-635-8700 Toll free 866-407-4166 • Fax: 401-635-8790
• rpoirier@indfp.com

Independence Financial Partners is independent of John Hancock and Signator Investors, Inc.

935 JEFFERSON BLVD. - WARWICK, RI 02886 - 401-732-4800

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

We are registered to sell Securities in the following states:
Connecticut, Florida, Louisiana, Massachusetts, Rhode Island.

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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