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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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

$
 
   
   
Strategic Financial Group
11600 Manchester Road, Suite 100 St. Louis, MO 63131
Phone: 314-238-0200 Fax: 314-238-1129
www.StrategicFinancialSTL.com dreed@walnutstreet.com

 


 

Securities and Investment Advisory services offered through Walnut Street Securities, Inc. (WSS) a broker/dealer (member FINRA/SIPC) and a Registered Investment Advisor. Strategic Financial Group is a separate entity from WSS.
 
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