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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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 Advisors Group of Pittsburgh
Foster Plaza Building 11, 790 Holiday Drive • Pittsburgh, PA • 15220
Phone: (412)539-0055 • Fax: (412)539-0056
www.AdvisorsGroup-pgh.com • advice@advisorsgroup-pgh.com
Securities and advisory services offered through Ameritas Investment Corp., (AIC).  Member FINRA, SIPC.  AIC and The Advisors Group of Pittsburgh are not affiliated.