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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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

$
 
   
   
Leo Kauhini
1100 Alakea Street
Suite 2300
Honolulu, HI 96813
Phone: (808) 979-3339 Fax: (808) 979-3390

LKauhini@Jhnetwork.com

We are licensed to sell Insurance Products in the following states:
California, Hawaii.

We are registered to sell Securities in the following states:
California, Hawaii.

California Insurance License #: 0F59780

Offering John Hancock insurance products.
Securities and Investment Advisory Services offered through Signator Investors, Inc.,
Member FINRA, SIPC, a Registered Investment Advisor.

Privacy Policy