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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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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Ben Fogarty & Bryan Stoltenberg
5015 Underwood Ave Omaha, NE 68132
Phone: 402.502.8789 Fax: 402.502.8779
klehman@dundeebanking.com

 

 

 

 

 

 

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