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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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

$
 
   
   
Retirement Unlimited
6772 Magnolia Avenue Riverside, CA 92506
Phone: 951-684-7011 Fax: 951-684-7021
contact@retirementunlimited.com

Advisory services offered through Tricord Advisors, Inc.  Tricord Advisors, Inc. is a registered investment advisor.  Retirement Unlimited is not an Advisor or Broker.   A California Life Insurance agent.  CA License #0518567


Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Privacy Policy