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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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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Securities and advisory services offered through Centaurus Financial, Inc. a Registered Investment Advisor. Memeber of FINRA and SIPC.  Supervisory office: 801 Sycolin Road SE, Suite 302, Leesburg, VA 20175, 800-699-0299.  PLN & Associates, Inc. and Centaurus Financial, Inc. are not affiliated.  This is not an offer to sell securities, which may be done only after proper delivery of a prospectus and client suitability has been reviewed and determined.  Information relating to securities is intended for use by individuals residing in Maryland, Virginia, and Washington, DC.