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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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

$
 
   
   
W. Marcus Henn, CFP
3000 S. 31st Street, Suite 301 • Temple, TX • 76502
Phone: (254) 773-3580
• WMarcusHenn@thesfa.net

Securities and advisory services offered through The Strategic Financial Alliance, Inc.(SFA), member FINRA, SIPC. Marcus Henn is a registered representative and an investment advisor representative of SFA. Supervising office (416) 924-6703.