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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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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Diversified Financial Consultants, LLC
205 Philadelphia Pike • Wilmington, DE • 19809-3159
Phone: 302-765-3500 • Fax: 302-765-3600
• clientservices@dfc-de.com

Diversified Financial Consultants, LLC is a Registered Investment Advisor in DE and PA. Diversified Financial Consultants, LLC and its investment advisory services are offered independent of John Hancock, Signator Investors, Inc., and its affiliated companies.

208 OLD LANCASTER ROAD - DEVON, PA 19333 - 856-273-0800

We are licensed to sell Insurance Products in the following states:
Delaware, Florida, Illinois, Indiana, Louisiana, Massachusetts, Maryland, North Carolina, New Jersey, New York, Pennsylvania, South Dakota, Tennessee, Texas, Virginia, Washington.

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