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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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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Knight Financial Services
1701 River Run Road
Suite 1011		 • Fort Worth, TX • 76107
Phone: 817-878-5711 • Fax: 817-878-5744
www.knightfinancial.com • hknight@knightfinancial.com

Heidi Knight is a Registered Representative of and offers securities products & services through Royal Alliance Associates, Inc. Member FINRA/SIPC a registered broker-dealer. In this regard, this communication is strictly intended for individuals residing in the states of Arkansas, Colorado, New Jersey, New Mexico, North Carolina, Oklahoma, Texas, and Virginia. No offers may be made or accepted from any resident outside the specific states referenced.

Heidi Knight is also separately registered as an investment adviser representative under Knight Financial Services, a registered investment advisor, offering advisory services in the state of Texas. As such, these services are strictly intended for individuals residing in Texas.

Advisory services offered through Royal Alliance Associates, Inc., a Registered Investment Advisor.


IMPORTANT CONSUMER INFORMATION:
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For information concerning the licensing status or disciplinary history of broker-dealer, investment adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.