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 (Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.) 10%15%25%28%33%35% What is the amount you plan to withdraw from your tax-deferred account? $

Securities offered through Securities America, Inc., a Registered Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Securities America Advisors, Inc., an SEC Registered Investment Advisory firm. Commonwealth Financial Services, Inc. and the Securities America Companies are not affiliated. CA Insurance Lic: 0494095

 

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