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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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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Carlson Financial Services
4801 Hargrove Road
Suite 10
Raleigh, NC 27616
Phone: (919) 873-9696 Fax: (919) 876-1708
rcarlson@carlsonfinancialservices.com


Carlson Financial Services, LLC


 

4801 Hargrove Road, Suite 10  Raleigh, NC 27616    

   Phone: (919) 873-9696 

Fax: (919) 876-1708


 

Securities & Investment Advice offered  through G.A. Repple & Company - Registered Broker/Dealer & Investment Advisor Member FINRA, SIPC - 101 Normandy Road, Casselberry, FL 32707-  Ph (407)339-9090 FAX (407)339-9091.


 

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