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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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

$
 
   
   
Comprehensive Wealth Management
95 New Dorp Lane Staten Island, NY 10306
Phone: 718-980-9000 Fax: 718-980-9002
www.ventocpa.com john@ventocpa.com steve@ventocpa.com norman@ventocpa.com kim@ventocpa.com melanie@ventocpa.com kerri@ventocpa.com maryellen@ventocpa.com

John J. Vento is a registered representative registered to transact business with clients in New York, New Jersey, Pennsylvania, Connecticut, North Carolina, Virginia, Florida, California, Colorado, New Mexico, Illinois, Nevada, Georgia, Hawaii, Massachusets, and Oklahoma. John J. Vento is advisory licensed in the following states; New York, New Jersey, Pennsylvania, Florida, North Carolina, Massachusets, Nevada and California. John J. Vento is also an insurance agent licensed in New York, New Jersey, North Carolina, Florida, Nevada, and California. If you are not a resident of the states noted above, all investment-related information on this site is for informational purposes only and does not constitute a solicitation or offer to sell securities or insurance services over the internet. Securities offered through H.D. Vest Investment ServicesSM, Member: SIPC, Advisory Services offered through H.D. Vest Advisory Services SM, non-bank subsidiaries of Wells Fargo & Company, 6333 North State Highway 161, Fourth Floor, Irving, TX 75038, 972-870-6000.

Investments & Insurance Products:
Are not insured by the FDIC or any federal government agency
Are not deposits of or guaranteed by the bank or any bank affiliate
May lose Value 

Comprehensive Wealth Management, Ltd. is not a registered broker/dealer or independent investment advisory firm.