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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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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FFA Family Financial Advocates
Family Financial Advocates®
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Phone: 407-740-5900 Fax: 407-628-3678
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 Financial Planning and Investment Advisory Services Through Wilbanks Securities Advisory an SEC Registered Investment Advisor.

Custody through National Advisors Trust, FSB, Charles Schwab Institutional, Raymond James and RBC Capital Markets Corporation.

Wilbanks Securities has a clearing relationship through RBC Correspondent Services (RBC CS), a division of RBC Capital Markets Corporation, member NYSE/FINRA/SIPC. Our approach is to partner with established companies, tapping into their expertise. Professional trustee services are offered by RBC Trust Company (Delaware) Limited who serves as trustee.

Investments are not guaranteed.Investment objectives,risks, charges and expenses must be considered before investing. Performance data quoted represents past performance and does not guarantee future results. Investment returns and principal value will fluctuate so that upon redemption client's shares may be worth more or less than their original cost.Information is available through ADV PT 2 as well as product prospectus.

Investments are not  NCUA Insured. There is no Credit Union guarantee and accounts may lose value.

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