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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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

$
 
   
   
Retirement Planning Associates, Westlake Village, CA
200 N. Westlake Blvd., Suite 111 Westlake Village, CA 91362-3772
Phone: (805) 495-2157 Fax: (805) 371-8737
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Securities and advisory services offered through Financial Network Investment Corporation, member FINRA, SIPC.

Supervisory Office:
John Nielsen,
Financial Network Investment Corporation
200 N. Westlake Blvd, Suite 111, Westlake Village, CA  91362
805.495.2157 (fax) 805.371.8737
John L. Nielsen CA Insurance License 0636162


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