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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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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Extended Personal Service, Ltd
North 3000 County Hwy BB • Columbus, WI • 53925
Phone: 800-927-5588 or 608-698-6896 • Fax: 920-927-5581
• Denise@EPSFinancial.com

 Advisory Services and Securities offered through Lincoln Investment Planning, Inc.  

Registered Investment Advisor, Broker/Dealer, Member FINRA/SIPC

Branch Office:  3000 North County Hwy BB, Columbus, WI  53925     (800) 927-5588

Supervising Office: Suite A, 3340 Annapolis Lane North, Minneapolis, MN 55447  (763) 512-1680 

Extended Personal Service and Lincoln Investment Planning are independently owned and each is responsible for its own business.

Advisory services and securities offered to residents of the State of Wisconsin; any offers herein are not being specifically directed to any persons in any state other than the state of Wisconsin for which the Financial Representative is registered;  and advisory services and securities cannot be offered or sold until they are registered in the state and a final prospectus is delivered to investors in the state prior to any sales.  Although most states acknowledge the disclaimer procedure, it may not be universally accepted.  Information on this site is not meant to be personalized investment advice;  therefore, you should contact Extended Personal Service for individualized needs.  When you link to any of these websites provided here, you may be leaving this site.  We make no representation as to the completeness or accuracy of information provided at these sites.  Nor are we liable for any direct or indirect technical or system issues or consequences arising out of your access to or use of these sites, you are leaving www.epsfinancial.com and assume total responsibility for your use of the sites you are visiting.

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