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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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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Holland Financial Services, Inc: Nelson Holland CFP®, Financial Planner, Insurance Agent, Employee Benefits, Retirement Planning, Life Insurance, Health Insurance, Investments, Annuities, 401k's, Athens, GA
1 Huntington Road, Suite 804 Athens, GA 30606
Phone: (888) 457-7161 Fax: (706) 208-1600
nelson@hollandfinancialservices.com