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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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

$
 
   
   
Kelly Financial Advisors, LLC
810 E. College Parkway • Annapolis, MD • 21409
Phone: 1-800-GET- 401K or 410-349-3806 • Fax: 410-349-3807
• mkelly@tfamail.com jscalco@tfamail.com pharvey@kellycos.com

Securities and investment advisory services offered through Transamerica Financial Advisors, Inc. (TFA) Member FINRA, SIPC and a Registered Investment Advisor.  TFA is not affiliated with Kelly Financial Advisors, Kelly Benefits, Kelly Risk Management or the Kelly Companies.  Non-security products and services are not offered through TFA.  Kelly Financial Advisors, Inc. 810 E. College Parkway Annapolis, MD 21409 410-349-3806.

 

Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access of the following pages to individuals residing in states where we are currently registered.

A broker/dealer, investment advisor, BD agent or IA rep may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if they are excluded or exempted from the states broker/dealer, investment advisor, or BD agent or IA rep requirements, as the case may be; and follow-up, individualized responses to consumers in a particular state by broker/dealer, investment advisor, BD agent or IA rep that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the states broker/dealer, investment advisor, BD agent or IA rep requirements, or pursuant to an applicable state exemption or exclusion.

We are currently registered to sell securities in AZ, CA, DC, DE, FL, MD, NC, NH, NJ, PA, VA and WV.

 

 



 

 

Privacy Policy