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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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

$
 
   
   
The Richmond Group Wealth Advisors/Wells Fargo Advisors Financial Network
3117 Richmond Road, 2nd Floor Staten Island, NY 10306
Phone: 877.754.4874. / 718.351.0100 Fax: 718.351.0122
solomon.chemo@richmondgroupwa.com