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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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

$
 
   
   
Alan Siegel Financial Services
50 Oliver Street, Suite North Easton, MA 02356
Phone: 508-238-0406 or 800-743-0406 Fax: 508-238-0636
alan@siegelfinancial.com

Securities and Investment Advice offered in MA, RI, NH, CT, ME, FL, AL, VA, DC, CA, SC and CO through G. A. Repple & Company, Registered Broker/Dealer & Investment Advisor. member FINRA and SIPC.,101 Normandy Rd., Ste. 101, Casselberry, FL 32707 (407)339-9090

Privacy Policy