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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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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Fichter Wealth Management, Inc.
25 California Drive • Williamsville , NY • 14221
Phone: (716) 631-3232 ext.501 • Fax: (716) 631-3822
• Richard.Fichter@securitiesamerica.com

Licensed to offer securities products in: AZ, CA, CO, CT, FL, GA, IL, IN, KS, KY, MA, MD, MI, MN, MO, NC, NH, NJ, NV, NY, OH, PA, SC, TN, TX, and VA. Licensed to offer insurance products in: AZ, FL, IN, KS, MN, NC, NH, NJ, NY, OH, PA, and VA. Licensed to offer advisory services in NY.

Securities offered through Securities America, Inc., member FINRA/SIPC and Advisory services offered through Securities America Advisors, Inc, Richard N. Fichter, Jr. and Richard N. Fichter, III, Representatives. Fichter Wealth Management, Inc. and Securities America are seperate companies.