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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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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Northsound Wealth Management
9623 32nd St SE - Suite D103 Lake Stevens, WA 98258
Phone: (425) 609-8705
Toll Free: (877) 407-7148
Fax: (425) 609-8708
rich.bardue@wfafinet.com