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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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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Affinity Advantage Financial
633 Rt. 211 East • Middletown, NY • 10941
Phone: 845-695-1000, x202 • Fax: 845-695-2079
• tomammons@affinityadvantage.com

 

 

 

 

 

 

 

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• Are not insured by the FDIC or by any federal government agency

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• May lose Value

All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.  

 

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