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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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

$
 
   
   
Forward Investment Services
207 W 6th Street Marshfield, WI 54449
Phone: Scott: 715-389-7183
Phone: Lila: 715-389-7194
Fax: 715-384-2156

© 2008 Forward Investment Services

PrimeVest Financial Services Inc. is an independent, registered broker/dealer and registered investment advisor. Member SIPC/FINRA Securities and insurance products offered by PrimeVest: *Not FDIC Insured *May go down in value *Not Financial Institution guaranteed * Not insured by any federal government agency *Not a deposit product.

View PrimeVest privacy policy and other important information.

Investment executives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response contact with residents of other states will only be made upon compliance with applicable licenseing and registration requirements, The website is for US residents only and does not constitute an offer to sell, or a solicitation of an offer to purshcse brokerage servicees to anyone in the United States.

Advisory services may only be offered by Investment Adviser Representatives in connection with appropriate PrimeVest Advisory agreement and disclosure brocure as provided.

For a comprehensive review of your personal situation, always consult with a tax or legal Advisor. Neither PrimeVest, nor any of it's representatives may give legal or tax advice.

[ Online Privacy Policy | Other Important Disclosures | Business Continuity ]