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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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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Walnut Street Securities
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Phone: (216) 642-1099 • Fax: (216) 642-1186
• clientupdate@fmstrategies.biz

 

 

 

 Securities offered through Registered Representatives of Walnut Street Securities, Inc. member FINRA and SIPC.

Investment advisory and financial planning services offered through Financial Management Strategies, Inc.

 Financial Management Strategies, Inc. and Plancorp, Inc. are not subsidiaries or control affiliates of Walnut Street Securities, Inc.

 

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