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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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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Plancorp, Inc. - Your Employee Benefits and Financial Services Resource
9050 Sweet Valley Drive Valley View, OH 44125-4220
Phone: (216) 642-1099 Fax: (216) 642-1186
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Securities offered through Registered Representatives of Walnut Street Securities, Inc. member FINRA /SIPC.  Investment advisory services and financial planning services offered through Financial Management Strategies, Inc.  Financial managment strategies and Plancorp, Inc. are not affiliated with Walnut Street Securities, Inc.  Neither WSS nor its representatives offer tax or legal advice. Please consult your tax advisor or attorney for guidance.

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