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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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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Scott Financial Services
3 Fairwood Drive • Miamisburg, OH • 45342
Phone: 937-865-0133 • Fax: 937-247-0696
• al.scott@wrprr.com

Securities offered to the resdients of the following states only, IN, MS, OH, TN, VA, WI.

Security products are sold by prospectus which contains more complete information about charges, limitations, and expenses. Copies of specific product prospectuses and statements of additional information may be obtained by contacting Al Scott. Prospectuses should be read carefully and the charges, expenses, should be carefully considered before investing or sending money.

Scott Financial Services is a financial services company that offers Life, Disability and Long Term Care Insurance and a broad array of financial products and services.  Allan F. Scott is a Registered Representative and Investment Advisor Representative and offers securities and advisory servicesthrough WRP Investments Inc., Member FINRA & SIPC. Securities and advisory services are supervised from 4407 Belmont Ave. Youngstown, OH 44505, (330) 759-2023. Scott Financial Services is not affiliated with WRP Investments Inc.

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