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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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

$
 
   
   
Key Advisor Group Llc
The Key Building

31 Saulsbury Rd
Suite 1

Dover, DE 19904

302-735-9909



33718 Westcoat's Rd.

Lewes, DE 19958

302-645-4530
www.keyadvisorsgroupllc.com

Securities and investment advisory services are offered solely through registered representatives and investment adviser representatives of Equity Services, Inc., Member FINRA/SIPC,  Broker/Dealer and Registered Investment Adviser, 500 Franklin Avenue, Unit 5, Berlin, Maryland 21811  (410) 629-0357  All entities and individuals referenced are independent of Equity Services, Inc. unless otherwise noted.

Edward Ghabour, Doher "Doug" Ferris Sr. and Michael Redmond are Registered Representatives and Investment Advisor Representatives of Equity Services, Inc. and offers securities in Delaware, Maryland and Pennsylvania.  Joseph Ghabour is a Registered Representative and Investment Advisor Representative of Equity Services, Inc. and offers securities in Delaware and Maryland.

Edward Ghabour, Doher "Doug" Ferris and Michael Redmond are insurance-licensed in Delaware, Maryland and Pennsylvania.  Joseph Ghabour is insurance-licensed in Delaware and Maryland.


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