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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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

$
 
   
   
National Fringe Benefits
3807 Wilshire Blvd., Suite 1040
Los Angeles, CA 90010
Los Angeles, CA 90045
Phone: 310.338.8155 Fax: 310.338.8161
MackeyT@FinancialNetwork.com

Securities offered through Financial Network Investment Corporation, member FINRA, SIPC.

Financial Network and National Fringe Benefits are not affiliated companies.

 

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