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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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

$
 
   
   
Heritage Tax And Retirement Advisors
Please call for a location near you.,
Phone: (800) 989-1427 Fax: (813) 354-3688
Info@HarwoodFinancialGroup.com

 

Securities offered through Trustmont Financial Group, Inc. Member FINRA/SIPC / Advisory Services offered through Trustmont Advisory Group, Inc., 200 Brush Run Road, Suite A, Greensburg, PA 15601 Phone: 724-468-5665 Harwood Financial Group is not affiliated with Trustmont Financial and Trustmont Advisory Group Inc.   Please contact Harwood Financial Group for a list of states in which they are licensed to sell Securities and Insurance products.

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