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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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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The Potter Financial Group
1816 Front St Suite 220 • Durham, NC • 27705-2582
Phone: (919) 383-7421 • Fax: (919) 383-6284
www.potterfinancialgroup.com • info@potterfinancialgroup.com

 

 

 

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