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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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

$
 
   
   
Safe Harbor Financial Services, LLC
1685 Sawgrass Dr. SW. Palm Bay, FL 32908
Phone: 321-728-2599 or toll free: 800-809-2599 Fax: 321-728-8644
james@shfnow.com

Securities Offered Through Sigma Financial Corporation    Member FINRA/SIPC
Investment Advisory Services Offered Through Sigma Planning Corporation, A Registered Investment Advisor 

 

Privacy Policy