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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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

$
 
   
   
Andy Roller
2704 S Goyer Rd • Kokomo, IN • 46902
Phone: 765.453.9600 • Fax: 765.453.9603
• andy@andyroller.com

*Securities are offered through cfd Investments, Inc., a registered Broker/Dealer and are not insured by the NCUA or any other credit union insurance, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risk, including possible loss of principal.

Adviser not licensed in all States.  Advisory Services are Provided through Creative Financial Designs, Inc., a Registered Investment Adviser, and Securities are Offered through cfd Investments, Inc., a Registered Broker/Dealer, Member FINRA & SIPC, 2704 S Goyer Rd, Kokomo, IN 46902  765.453.9600