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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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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TriCapital Financial Group, Inc.
6000 Fairview Road Charlotte, NC 28210
Phone: 704.571.8778 Fax: 704.571.8779
rwhite@tricapitalgroup.com

Securities and advisory services offered through Financial Network Investment Corporation, member FINRA, SIPC.

Advisory services are offered through TriCapital Financial Group, Inc.

Registered Representatives of and securities offered through Financial Network Investment Corporation, member SIPC,


TriCapial Financial Group, Inc., is not affiliated with Financial Network

We are licensed to sell Insurance Products in the following states:
California, Missouri, New Mexico, North Carolina, Oregon, Texas.

We are registered to sell Securities in the following states:
Florida, Minnesota, North Carolina, New York, South Carolina, Virginia.

The registered representative(s) and/or investment adviser representative(s) listed on this website are licensed and registered in the following states:

We are licensed to sell Insurance Products in CA,MO,NM,OR,TX.

We are registered to sell Securities in FL,IL,MN,NC,NY,SC,VA.

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