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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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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Viren and Associates, Inc.
400 South Jefferson, Suite 451 • Spokane, WA • 99204
Phone: (509) 462-0747 • Fax: (509) 838-7641
katie@virenandassociates.com
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*Securities offered through LPL Financial, Member FINRA/SIPC, Investment Advice offered through Strategic Wealth Advisors Group, Inc., a registered investment advisor and separate entity from LPL Financial.