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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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?

$
 
   
   
Cents & Sensibility
Cents & Sensibility, Inc.
5890 Stoneridge Drive, Suite 103
Pleasanton, CA 94588
Phone: 925-225-1135 or
toll free 877-CENTS11
Fax: 925-225-1227
Sharon@centsandsensibility.com Laurie@centsandsensibility.com Lisa@centsandsensibility.com Kristy@centsandsensibility.com Robyn@centsandsensibility.com

Sharon Almeida is a Registered Representative with VSR Financial Services, Inc., a FINRA Registered Broker-Dealer.  While VSR Financial Services, Inc. is registered to sell securities products in all 50 United States and the District of Columbia, Sharon Almeida is currently registered to sell securities products in AZ., CA., CO., GA., HI., MA., MN., NV., NM., TN.

Securities and advisory services offered through VSR Financial Services, Inc. a registered investment advisor and Member FINRA/SIPC.  Cents & Sensibility, Inc. and VSR Financial Services are not affiliated companies.