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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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

$
 
   
   
Reynolds and Associates
12395 World Trade Drive San Diego, CA 92128
Phone: 800.233.2834 Fax: 858.674.2465
TC3sample.pfyfn.com sales@emeraldmail.com

Disclaimer: This SAMPLE website is for marketing purposes only. It is hosted by Emerald Publications - 12395 World Trade Drive, San Diego, CA. 92128. For information about this and other Emerald Publications products, call 1.800.233.2834.

© 2005 Emerald Publications

Privacy Policy