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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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

$
 
   
   
Family First Financial Advisors
9550 Lansford Drive • CINCINNATI , OH • 45242
Phone: (513)-984-0389 • Fax: (513)-984-0730
• dhallett@sammonsrep.com

Securities offered through Sammons Securities Company, LLC. Member FINRA & SIPC.Investment advisory services are offered through Sigma Planning Corporation, a registered investment advisor.