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 (Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.) 10%15%25%28%33%35% What is the amount you plan to withdraw from your tax-deferred account? $

William Stafford is an Investment Advisor Representative of, and offers Securities and Investment Advisory Services through Woodbury Financial Services, Inc., PO Box 64284, St. Paul, MN 55164 (800) 800-2638, Member FINRA, SIPC and Registered Investment Advisor. Stafford Wealth Management, LLC and Woodbury Financial Services, Inc. are not affiliated entities.

 

Services are available only in states where we are licensed to do business. Licensed to sell Variable Products and Life Insurance in  AZ, CA, CO, MA, NV, VA, WV, and UT.  Securities licensed in AR, AZ, CA, CO, FL, MA, NV, NY, OK, OR, UT and WA.