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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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

$
 
   
   
Calton & Associates, Inc.
14497 North Dale Mabry Highway
Suite 215
Tampa, FL 33618
Phone:
(813) 264-0440 Main
(239) 300-8797 National Recruiting

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(616) 4CALTON Central
(302) 7CALTON Northeast
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