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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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

$
 
   
   
Bob Grundman or Dave Debban, Senior Benefit Strategies
7412 Karl Drive Lincoln, NE 68516
Phone: Bob...402-489-9171
Dave...402-792-3175
Fax: 419-821-1953
grundman@inetnebr.com

Contact Bob (402)489-9171 or Dave (402-792-3175) with your questions or comments.