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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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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The Frieden Agency
The 3300 Building 397 Little Neck Rd • Virginia Bch, VA • 23452-5768
Phone: 757-340-9777 ext. 308 • Fax: 757-463-4661
• skocen@jhnetwork.com

397 LITTLE NECK RD , THE 3300 BLDG-STE 200 - VIRGINIA BEACH, VA 23452 - 757-340-9777

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