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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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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Investment Professionals, Inc. - Steve Andersland San Antonio, TX
16414 San Pedro Ave., Ste. 150 • San Antonio, TX • 78232
Phone: Main office: 800-593-8800 Direct: 210-483-5056 • Fax: 866-863-0711
• steve.andersland@invpro.com

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