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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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

$
 
   
   
A G M Investment Group
Naperville, IL • 60540
Phone: 630-857-9177 • Fax: 630-396-2671
• JOE@AGMIG.COM

Joe Gallego is a Financial Planner who offers Securities through Questar Capital Corporation, member FINRA/SIPC. Advisory Services offered through Questar Asset Management (QAM), A Registered Investment Advisor. AGM Investment Group is independent of QCC and QAM. AGM Investment Group is independent of QCC, QAM and other Insurance agency names.