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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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

$
 
   
   
StoneBridge Financial Consultants
1001 Hingham Street, Suite 100 • Rockland , MA • 02370
Phone: 781-871-9923 • Fax: 781-871-9968
www.stonebridgefc.com • dheitzman@stonebridgefc.com

Securities and Advisory Services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser.

This information is only intended for securities related purposes by individuals residing in the following states: MA, NC and FL.  Securities related services may not be provided to individuals accessing this information from any state not listed above.