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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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

$
 
   
   
Longboat Key Financial Group
6350 Gulf of Mexico Drive
Suite #101
Longboat Key, FL 34228
Phone: (941)-383-2300
Toll Free: (866)-383-5300
Fax: 941-383-9466
Craig@LongboatKeyFinancial.com Michael@LongboatKeyFinancial.com