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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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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Madison Avenue Securities, Inc.
1610 Montclair Ave. Suite B
 • Reno, NV • 89509
Phone: 775-786-2213 • Fax: 866-845-9747
• rreding@madisonreps.com

Securities and advisory services offered through Madison Avenue Securities, Inc. (MAS), a Registered Investment Advisor, member FINRA & SIPC.  Rick Reding may only offer advisory services to entities and individuals residing in the state of NV.  Rick Reding may only offer or sell securities to entities and individuals residing in the states of AZ, CA, CO, FL, GA, HI, ID, MN, MT, NV, OR, UT, VI, WA,  WI, as well as USVI.  Tax Preparation Services and Tax Planning are provided through Sound Tax NetworkTM.  MAS, Pinnacle Resource Management, Inc., and Sound Tax NetworkTM are not affiliated companies of one another.

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