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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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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Hundley CPAs Corporation
204 Main Street Newton, NJ 07860
Phone: (973) 940-0175 Fax: (973) 940-0181
ethan@hundleycpas.com

 

James H. Hundley, Ethan J. Hundley and Courtney J. Burn
are registered representatives registered to transact business with clients in the states listed below.
They are also Investment Advisor Representatives licensed in New Jersey.
They are also Insurance Agent s licensed as listed in the states listed below.


James H Hundley:
Securities - CA, FL, IL, MI, NC, NJ, NY, OH, PA, TX
Investment Advisor Rep - NJ
Insurance (Life, Variable) - NJ, MI
Accident and Health Licenses for NJ

Ethan J Hundley:
Securities - IL, NJ, NY, PA
Investment Advisor Rep - NJ, IL
Insurance (Life, Health, Accident & Variable) - NJ, IL

Courtney J. Burn
 Securities - NJ, FL, NY, PA, VA
Investment Advisor Rep - NJ, PA
Insurance (Life, Health, Accident & Variable) - NJ

 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,
investment advisory services or insurance services over the internet. 

Securities offered through H.D. Vest Investment Servicessm,Member:
SIPC
Advisory Services offered through H.D. Vest Advisory Servicessm,
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

Hundley CPAs Corporation is not a registered broker dealer or independent investment advisory firm.