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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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

$
 
   
   
Paul Masalski, PFG Financial Advisors, Inc.
1033 Winding River Lane
P.O. Box 723
Phoenixville, PA 19460
Phone: Toll Free: (800) 290-0052
Local: (610) 933-3710
Fax: (610) 933-3810
State College: (800) 238-1734
paulm@pfginc.com