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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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

$
 
   
   
Colorado Financial Advisors- Financial Stewards LLC 970 - 672 2111 Financial Advisor in Fort Collins Colorado
37086 Soaring Eagle Court Windsor, CO 80550
Phone: 970 - 672 2111 (direct)
970 - 310 7783 (cell)
Fax: 970 - 797 9129
henryho@financialstewardsllc.com