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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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.
5994 W. Las Positas Blvd. Suite 119
Pleasanton, CA 94588
Phone: 925-225-1135 or
toll free 877-CENTS11
Fax: 925-225-1227
www.centsandsensibility.com Sharon@centsandsensibility.com Andrea@centsandsensibility.com Laurie@centsandsensibility.com Pat@centsandsensibility.com Lisa@centsandsensibility.com

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.