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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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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R.J.G. Tax & Capital Solutions, Inc.
3275 Veterans Memorial Highway - B7
Ronkonkoma, NY 11779
Phone: (631) 981-8999 Fax: (631) 981-6035
www.benetek.pfyfn.com info@benetek.com