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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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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Comprehensive Financial Solutions
7915 Stone Creek Drive, Suite 130 • Chanhassen, MN • 55317
Phone: 952-564-6870 • Fax: 952-564-6874
• sthompson@sagepointadvisor.com

*Securities and investment advisory services offered through SagePoint Financial, Inc., member FINRA/SIPC and a registered investment advisor. Comprehensive Financial Solutions is not affiliated with SagePoint Financial, Inc. or registered as a broker-dealer or investment advisor.