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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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

$
 
   
   
Legacy Financial Associates, Ltd.
5171 Wallings Road, Suite 130 North Royalton, OH 44133
Phone: 440-237-8000 Fax: 440-237-8002
pmartin@multifin.com

Securities and advisory services offered through Multi-Financial Securities Corporation, member FINRA, SIPC.

5171 Wallings Road, Suite 130, North Royalton, OH 44133

 

Legacy Financial Associates, Ltd. and Multi-Financial Securities Corporation are not affiliated companies.

[ Online Privacy Policy | Important Disclosures | Privacy Promise | Order Routing Disclosure ]