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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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

$
 
   
   
Zey Insurance Group
11835 West Olympic Boulevard Suite 745 Los Angeles, CA 90064
Phone: (310) 477-0694 Fax: (310) 477-1444

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11835 West Olympic Boulevard • Suite 745 • Los Angeles • CA • 90064

Tel: (310) 477-0694 • Fax: (310) 477-1444

 

 

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