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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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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Anthonisen Financial Corporation
18708 Dixie Highway • Flossmoor, IL • 60422
Phone: 708-957-2121 • Fax: 708-957-2154
• afc@afcadvisory.com

Lois Anthonisen is a Registered Representative of and offers securities & advisory  services through Royal Alliance Associates, Inc. Member FINRA / SIPC, a registered broker-dealer. In this regard, this communication is strictly intended for individuals residing in the states of AL, AR, AZ, CA, CO, DC, FL, GA, IA, IL, IN, KY, MA, MD, MI, MN, MO, MS, MT, NC, ND, NJ, NV, NY, OH, PA, SC, TN, TX,  VA, WA, WI, and WY. No offers may be made or accepted from any resident outside the specific states referenced.

Nick Markionni is a Registered Representative of and offers securities & advisory services through Royal Alliance Associates, Inc. Member FINRA / SIPC, a registered broker-dealer. In this regard, this communication is strictly intended for individuals residing in the states of AL, AZ,  CO,  FL,  IA, IL, IN,  OH,  and WI. No offers may be made or accepted from any resident outside the specific states referenced.    

Lois Anthonisen and Nick Markionni offer additional services through AFC Advisory, a registered investment advisor, not affiliated with Royal Alliance Associates, offering advisory services in the states of IL and IN. As such, these services are strictly intended for individuals residing in IL and IN.

IMPORTANT CONSUMER INFORMATION:
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For information concerning the licensing status or disciplinary history of broker-dealer, investment adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.