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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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

$
 
   
   
Catalina Investments Emerson Wiser & Conrad Corcoran Sue Lubbers
1660 E River Road Suite 180 Tucson, AZ 85718-5743
Phone: 520-298-1900 Fax: 520-879-9979
slubbers@cfiemail.com