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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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

$
 
   
   
How To Become Your Own Banker | Infinite Banking Concept | IBC | Privatized Banking
7327 W. 97th Street Overland Park, KS 66212
Phone: 913.317.5384 Fax: 866.336.9797
Info@clockworkfinancial.com