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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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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Thomas West Financial Services
8607 Westwood Center Drive
3rd Floor
Vienna, VA 22182
Phone: 703-287-7142 Fax: 703-287-7122
TWest@jhnetwork.com

8607 WESTWOOD CENTER DRIVE , 3RD FLOOR - VIENNA, VA 22182 - 703-893-2550

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