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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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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Legacy Wealth Management Group
Idaho:
13965 W. Chinden Blvd
Boise, ID 83713
ph: 208.955.0500

Arizona:
15396 N. 83rd Ave Ste F-101
Peoria, AZ 85381
ph: 623.933.3442
Fax: 208 955-4305
Legacy@Legacywealthmg.com