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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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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Complete Financial Planning
2337 Stonebridge Drive
Building F		 • Flint, MI • 48532
Phone: 810-733-6600
Toll Free: 800-686-7623		 • Fax: 810-733-0262
• retire@completefinancial.com

Investment Advisor Representatives with and securities and investment advisory services offered through Transamerica Financial Advisors, Inc., Member FINRA, SIPC & a Registered Investment Advisor.

Non-securities products and services are not offered through Transamerica Financial Advisors, Inc.

Complete Financial Planning is not affiliated with Transamerica Financial Advisors, Inc. 
 

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