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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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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Mitchler Financial Group
803 Bombay Lane Roswell, GA 30076
Phone: 770-521-6077 Fax: 770-521-6768
david@mitchlerfinancial.com

 

 

Securities and Investment Advisory Services offered through Woodbury Financial Services, Inc.,

Member FINRA, SIPC and Registered Investment Advisor. Mitchler Financial Group, LLC and Woodbury Financial Services, Inc. are unaffiliated entities. PO Box 64284 • St. Paul MN 55164 • 800-800-2638

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