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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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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McCabe Investment Advisory
5714 N. Little Falls Road, #100 Arlington,, VA 22207
Phone: 703-536-3100
Toll Free: 800-292-2159
Fax: 703-241-1182
mccabe@mccabeinvestment.com

Securities and advisory services offered through Multi-Financial Securities Corporation, member FINRA, SIPC.

5714 N. LITTLE FALLS ROAD ARLINGTON VA 22207

 We are licensed to sell Insurance Products in the following states:  DC, Maryland and Virginia

We are registered to sell Securities in the following states:  Arizona, California, Colorado, Connecticut, DC, Delaware, Florida, Louisiana, Massachusetts, Maryland, Michigan, Montana, North Carolina, New Jersey, Nevada, New York, Ohio, Pennsylvania, South Carolina, South Dakota, Virginia, Washington and West Virginia

 

McCabe Investment Advisory and Multi-Financial Securities Corporation are not affiliated companies.

The registered representative(s) and/or investment adviser representative(s) listed on this website are licensed and registered in the following states:

We are licensed to sell Insurance Products in DC,MD,VA.

We are registered to sell Securities in AZ,CA,CO,CT,DC,DE,FL,LA,MA,MD,MI,MT,NC,NJ,NV,NY,OH,PA,SC,SD,VA,WA,WV.

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