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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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

$
 
   
   
The Wright Agency Inc.
419 Fifth Street Ste 2040
Defiance, OH 43512
Phone: 419.782.3456
Toll Free: 888.775.5433
Fax: 419.782.2331

Meeting Location:

7359 International Drive
Holland, Ohio 43528
rwright@sammonsrep.com

Securities offered through Sammons Securities Company, LLC. Member FINRA and SIPC.