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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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

$
 
   
   
Focus Financial
2665 Long Lake Road #270 • Roseville, MN • 55113
Phone: 651-379-3935
Main Office: 651-631-8166 		• Fax: 651-631-1139
• mpbranch@focusfinancial.com

Securities offered through Royal Alliance Associates, Inc., member FINRA/SIPC. Advisory services offered through Focus Financial Network, Inc., a registered investment advisor not affiliated with Royal Alliance Associates.


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