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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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

$
 
   
   
Leading Edge Financial Group
4673 W. 20th St. Unit E • Greeley, CO • 80634-3226
Phone: 970-356-8162 • Fax: 970-353-9930
• scott.rankin@wilsec.com

Securities offered through and supervised by Wilbanks Securities, Inc. Member FINRA SIPC 4334 NW Expressway, Suite 222, Oklahoma City, OK 73116. 405-842-0202.