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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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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Masthead Advisors
410 Poplar St; PO Box 355 • Fortville, IN • 46040
Phone: (317) 863-5355 • Fax: (866) 585-5355
• Greg@MastheadAdvisors.com

 

Advisory Services are provided through Creative Financial Designs, Inc., a Registered Investment Adviser, and Securities are offered through cfd Investments, Inc., a Registered Broker/Dealer, Member FINRA & SIPC. 2704 South Goyer, Kokomo, IN 46902 (765) 453-9600

 Masthead Advisory Group is not owned or controlled by the CFD companies.