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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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

$
 
   
   
www.synergyadvisorsgroup.com www.stewartassetmanagement.com, Bryan Stewart, John Terrill, Oklahoma
13853 Quail Pointe Dr. • Oklahoma City, OK • 73134
Phone: 405-254-3900 • Fax: 405-286-0205
• bryan@synergyadvisorsgroup.com

Investment Advisory Services offered through Investment Advisors, a Registered Investment Advisor and a division of ProEquities, Inc. Securities offered through ProEquities, Inc. A Registered Broker-Dealer, Member, FINRA & SIPC.  Synergy Advisors Group, LLC. is independent of ProEquities, Inc.  Please be advised that we hold securities licenses (series 7, 65 & 63) in AR, OK, and TX.  For residents of other states in which registration is not held, proper licenses and registrations must be obtained by us before proceeding further.  No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendation.  Securities offered through ProEquities, Inc. will fluctuate in value and are subject to investment risks including possible loss of principal.