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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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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Morris, Pool & Associates, LLC Dayton, Ohio Financial Advisors
4489 Far Hills Avenue Kettering, OH 45429
Phone: 937-853-7527 Main
937-853-7529 Mark
937-853-7528 Phil
Fax: (937) 853-7533
charlie@morrispool.net mark@morrispool.net phil@morrispool.net kelly@morrispool.net patty@morrispool.net judy@morrispool.net