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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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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USA Living Financial Group Intelligent Financial Solutions
1125 Yellowheart Way Hollywood, FL 33019
Phone: 954-302-3628 Fax: 954-927-0296
invest@usa-living.com

Investment Advisory Services offered through USA_Living.com, Inc.
An Independent Registered Investment Advisory Firm
1125 Yellowheart Way Hollywood, FL 33019 - 954-302-3628
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PO Box 358230, Gainesville, FL  32635-8230
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