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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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

$
 
   
   
401(k) Plan Solutions Inc.
1203 De La Vina Street
Santa Barbara, CA 93101
Toll Free: 888-552-2800
Phone: 805-965-2800
Fax: 805-456-6425
Inquiry@TheSourceFinancial.com

Representative is registered with and offers only securities and advisory services through PlanMember Securities Corporation, a registered broker/dealer,investment advisor and member FINRA/SIPC, 6187 Carpinteria Ave, Carpinteria, CA 93013. The Source Financial Group and PlanMember Securities Corporation are independently owned and operated. PlanMember is not responsible or liable for ancillary products or services offered by The Source Financial Group or Joseph Fonte.