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 (Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.) 10%15%25%28%33%35% What is the amount you plan to withdraw from your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

Lynn A. Schmidt is a registered representative registered to transact business with clients in DE, FL, GA, IL, NC, NJ, NY, TX. Lynn A. Schmidt is advisory licensed in the following states: FL, NC, NJ, NY, TX.  Lynn A. Schmidt is also an insurance agent licensed in DE, FL, MI, NJ, NY.  If you are not a resident of the states noted above, all investment-related information on this site is for informational purposes only and does not constitute a solicitation or offer to sell securities or insurance services over the internet. Securities offered through H.D. Vest Investment ServicesSM, Member: SIPC, Advisory Services offered through H.D. Vest Advisory Services SM, 6333 North State Highway 161, Fourth Floor, Irving, TX 75038, 972-870-6000.

Investments & Insurance Products:
Are not insured by the FDIC or any federal government agency
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May lose Value