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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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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TAYLOR, PADGETT & PALMER Financial Group
51 W. Hollamon Street, Camp Verde, AZ 86322
1555 Plaza West, Prescott, AZ 86303, AZ
Phone: 928-567-9512 (Camp Verde) & 928-778-0933 or (800) 953-0933 (Prescott) Fax: 928-567-3364 (Camp Verde) & 928-778-4902 (Prescott)
Prescott Office:alan@tppfinancial.com
Camp Verde Office:
www.taylorfinancial.net jttaylor@royalaa.com

Securities offered through Royal Alliance Associates, Inc., Member FINRA & SIPC.