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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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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St Louis Financial Planner, St Louis Financial Advisor, 4th Quarter Financial Coach
16925 Manchester Road, Suite 5
Wildwood, MO 63040
Phone: (636) 458-8050 Fax: (636) 458-8055
www.4thqcoach.com joe@4thqcoach.com

Securities & Investment Advisory Services offered through H. Beck, Inc. Member FINRA / SIPC.  H. Beck and 4th Quarter Financial Coach are not affiliated.

Joe High is registered to sell securities in Missouri, Kansas, Illinois, Ohio, Iowa, Florida, and Colorado.  Joe High is also licensed to sell insurance products in the states of Florida, Illinois, Kansas, Missouri, and Ohio. This is not an offer or solicitation to sell securities or insurance in any other state or jurisdiction.