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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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

$
 
   
   
Cape Financial Group | Raymond James
2345 E Mason Street
Green Bay, WI .54302
Phone: O 920.272.2273
T 855.755.2273
Fax: 920.272.2277
frank.cape@raymondjames.com amy.luckeroth@raymondjames.com emily.thibodeau@raymondjames.com