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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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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The Teague Group
5821 Fairview Road, Suite 304 Charlotte, NC 28209
Phone: (704) 554-6404 Fax: (704) 554-6536

 

Securities and investment advisory services are offered through registered representatives and investment adviser representatives of Equity Services, Inc., Member FINRA/SIPC, Broker/Dealer and Registered Investment Adviser, 5821 Fairview Road, Suite 304, Charlotte, NC 28209 (704) 554-6404  The Teague Group and all other entities and individuals referenced are independent of Equity Services, Inc. unless otherwise noted. 


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