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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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

$
 
   
   
Mayflower Advisors, LLC
Mayflower Advisors, LLC-Boston
260 Franklin Street, 7th Floor
Boston, Massachusetts 02110
phone: 617-259-1767
toll-free: 866-688-0180
fax: 617-259-1768

Contact:
Steven Dimitriou
steve.dimitriou@mayfloweradvisors.com



Mayflower Advisors, LLC-Westborough
287 Turnpike Road, Suite 250
Westborough, Massachusetts 01581
phone: 508-948-4050
toll-free: 877-454-1620
fax: 508-898-1900

Contact:
John Wilcox
john.wilcox@mayfloweradvisors.com