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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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?

$
 
   
   
Mitchell Adler
4 Terry Dr. Ste. 16
Newtown, PA 18940
Phone: 215- 579- 7996
            800-240- 5062
Fax: 215- 579- 0047
madler@sigmarep.com

Securities offered through Sigma Financial Corp.,  Member FINRA and SIPC.