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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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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Securities offered through Securities America, Inc., Member FINRA/SIPC, I. Richard Junk, CFP®, CLU, Registered Principal, and Cassandra Junk and Michael Junk, CFS, Registered Representatives. Advisory services offered through The Junk Investment Group. I. Richard Junk, Cassandra Junk, and Michael Junk, Investment Advisor Representatives. The Junk Investment Group and Securities America, Inc. are separate entities.