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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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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Financial & Tax Strategies
224 Village Square Dr Loudon, TN 37774
Phone: 865-408-2345 Fax: 865-408-2342

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CRagain@CapitalGuardianLLC.com

224 Village Square Dr., Loudon, TN 37774

Phone:  877.408.2345  Fax:  865.408.2342  Email:  CRagain@CapitalGuardianLLC.com

Securities offered through Capital Guardian, LLC, member FINRA/SIPC. Investment advisory services offered through Capital Guardian Wealth Management, an SEC Registered Investment Advisor.