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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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?

$
 
   
   
Horizon Financial
Pathway Financial Resources
2220 University Boulevard
Tuscaloosa, AL 35401
(205) 752-1533

Tucker Financial Group
254 Winton M Blount Loop
Montgomery, AL 36117
(334) 277-0500

Horizon Financial-Daphne
#1 Timber Way Ste 100
Daphne, AL 36526
(251) 625-2220

Horizon Financial-Anniston
P.O. Box 307
Anniston, AL 36202
(256) 236-2711

Horizon Financial-Birmingham
1976 Gadsden Highway Ste 244
Birmingham, AL 35235
(866) 319-6500

*Securities and investment advisory services offered through SagePoint Financial, Inc., A Registered Broker Dealer, Member FINRA/SIPC and a registered investment advisor. Horizon Financial, Pathway Financial Resources and Tucker Financial Group are not affiliated with SagePoint Financial Inc., or registered as a broker-dealer or investment advisor.

This communication is strictly intended for individuals residing in the states of AL, GA. No offers may be made or accepted from any resident outside the specific state(s) referenced.

IMPORTANT CONSUMER INFORMATION

A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.

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