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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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

$
 
   
   
Financial West Group
2625 N. Green Valley Pkwy., Suite 125 Henderson, NV 89014
Phone: 702-966-3558 Fax: 702-260-1353
smrozek@fwg.com

Securities  offered through Financial West Group, a Registered Broker/Dealer; Member FINRA/SIPC Office of Supervisory Jurisdiction: 4510 E. Thousand Oaks Blvd., Westlake Village, CA 91362 Phone: (805) 497-9222 , National One Financial Corp DBA National One Tax Advisors "National One Financial Corporation" and Financial West Group are unaffiliated entities.

Privacy Policy