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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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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Phone: 330-337-7720 • Fax: 330-337-7720
• sbailey@americanportfolios.com

Securities offered through American Portfolios Financial Servies, Inc.  Member FINRA/SIPC.  Advisory Services offered through American Portfolios Advisors, Inc.  A registered investments advisor.  Bailey Financial Planning is independent of APFS and APAI.