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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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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Acorn Financial Services
290 West Mount Pleasant Avenue
Suite 3100
Livingston, NJ 07039
Phone: 973-716-7583 Fax: 973-994-2986
rlecky@acornfs.com


ACORN FINANCIAL SERVICES IS INDEPENDENT OF JOHN HANCOCK LIFE INSURANCE COMPANY AND SIGNATOR INVESTORS, INC.

290 West Mount Pleasant Avenue , Suite 3100 - Livingston, NJ 07039 - 973-994-0100

We are licensed to sell Insurance Products in the following states:
Illinois, New Jersey.

We are registered to sell Securities in the following states:
Florida, Illinois, New Jersey, New York.

Offering John Hancock insurance products.
Securities and Investment Advisory Services offered through Signator Investors, Inc.,
Member FINRA, SIPC, a Registered Investment Advisor.

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