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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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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Ennis Financial Services
500 Headquarters Plaza
North Tower, Suite 420
Morristown, NJ 07960
Phone: (973) 349-1250 (x250) Fax: (973) 695-6799
Tom@EnnisFinancialServices.com

Securities and investment advisory services are offered solely  through registered representatives and investment advisor representatives of Equity Services, Inc., Member FINRA/SIPC,   Broker/Dealer and Registered Investment Advisor, 733 3rd Avenue, Suite 200, New York, NY  10017.  Phone: 212-661-1600.  Ennis Financial Services, LLC and all other entities and individuals referenced are independent of Equity Services, Inc. unless otherwise noted.

Tom Ennis is a Registered Representative and Investment Advisor Representative of Equity Services,  Inc. and offers securities in NJ, NY and FL. Tom is also insurance-licensed in NJ, NY, PA and FL.


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