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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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

118 Wall Street
Princeton, NJ 08540
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33 S. Delaware Ave
Suite 101A
Yardley, PA 19067
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roring@oringco.com

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Phone: (609) 759-3015

Fax: (609) 759-3018

Richard K. Oring are Registered Representatives of and offer 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 all 50 states.
Richard K. Oring is Licensed in all 50 states.

Richard K. Oring are also separately registered as investment advisor representatives under New Century Financial Group, LLC, a Registered Investment Advisor registered with the Securities and Exchange Commission. As such, these services are strictly intended for individuals residing in all 50 states. Richard K. Oring is licensed in all 50 states.

Branch Office 118 Wall Street, Princeton NJ 08540  Phone: (609) 924-2049
 
IMPORTANT CONSUMER INFORMATION:
 
A broker-dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker-dealer, investment adviser, BD agent or IA rep registration requirements, as appropriate.  Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirement, or an applicable exemption or exclusion.
 
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