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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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

$
 
   
   
Alpha Financial Services
3038 State St. • Columbus, IN • 47201
Phone: 812-799-0039 • Fax: 812-799-0039
• Scott@makingmoneymakesense.net

Scott E. Oliphant is a Registered Representative offering Securities through cfd Investments, Inc., Registered Broker/Dealer, Member FINRA & SIPC. 2704 S. Goyer Rd. Kokomo, IN 46902
Alpha Financial Services, Inc. is not owned or controlled by cfd Investments, Inc.