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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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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Centinel Financial Group, LLC
Needham Office:
160 Gould Street, Suite 212
Needham Heights, MA 02494

Boston Office:
509 Columbus Avenue		 • Boston, MA • 02118
Phone: 781.446.5041 • Fax: 781.446.5050
• sarmstrong@centinelfg.com

160 Gould Street, Suite 212 - Needham Heights, MA 02494 - 781-446-5000

We are licensed to sell Insurance Products in the following states:
California, Florida, Massachusetts, Maine, New Hampshire, New York, Pennsylvania, Rhode Island, Virginia.

We are registered to sell Securities in the following states:
California, Florida, Massachusetts, Maine, New York, Pennsylvania, Vermont.

Offering John Hancock insurance products.
Securities and Investment Advisory Services offered through Signator Investors, Inc.,
Member FINRA, SIPC, a Registered Investment Advisor.

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