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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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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Retirement & Estate Advisors, Inc. Fort Collins, CO 80525 Financial, Estate and Retirement Planning
4703-B Boardwalk Drive Suite 1 • Fort Collins, CO • 80525
Phone: 970-223-0907 • Fax: 970-223-2615
• jvf@reagroup.us

 

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Investment Advisory Services offered through the REA Capital Management, LLC. REA Capital Management and The O.N. Equity Sales Company are not affiliated.

 

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