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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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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Quintus Financial Services
400 Inverness Parkway, Suite 200 Englewood, CO 80112
Phone: 720.279.6365 Fax: 720.279.6369
info@quintusfinancialservices.com

 Financial Advisors and Registered Representatives associated with Quintus Financial Services offer advisory services through Securities America Advisors, Inc. an SEC Registered Investment Advisory firm, and offer securities through Securities America, Inc., a Registered Broker/Dealer, Member FINRA/SIPC. Quintus Financial Services is not an affiliated entity of the Securities America companies. 

This website is neither an offer to buy nor a solicitation to sell securities.  The representatives are:
Iinsurance licensed in: CO, NM, NY, TX, WA.  Securities licensed in:  AZ, CA, CO, FL, HI, IL, KY, MT, NM, NY, OR, PA, TX, UT, WA.  Advisory licensed in: CO