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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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

$
 
   
   
Kaiser Wealth Management, Cheri Johnson, Gig Harbor, WA, Seattle, Tacoma, Port Orchard, Bremerton, Financial Advisor, Stock Broker, Investment Advisor, Investment Advisory Services, Insurance, Bonds, Stock, 401k, IRA, 403b, Keogh, 457, Retirement, Retiree, Long Term Care, Investment, Investor
5790 Soundview Drive, Suite 201 • Gig Harbor, WA • 98335
Phone: 253-858-4411 • Fax: 253.514-8047
• cheri@kaiserwealthmanagement.com

 

 

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