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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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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Jeffrey Moore RFC, LUTCF - Financial Planning Alternatives
1125 State Rd Westport, MA 02790
Phone: 508-636-6521 Fax: 508-636-6524
jeff@fpa-online.com
Securities and Investment Advisory Services offered through Capital Analysts Incorporated. Member FINRA/SIPC.  Capital Analysts of New England and Capital Analysts Incorporated are independent non affiliated entities.

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