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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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

$
 
   
   
Douglas Hearon
1508 Coffee Rd. Ste. D. Modesto, CA 95355
Phone: 209-238-3200 Fax: 209-238-9127
doug@legacyorg.com
Securities and Advisory services offered through SII Investments, Inc, member FINRA/SIPC and a Registered Investment Advisor. LFA and SII Investments Inc. are separate and unrelated companies.

 


SII Privacy Policy