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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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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6900 East Camelback Road, Suite A39 • Scottsdale, AZ • 85251
Phone: (866) 590-7123 • Fax: (480) 969-0079
• john@fwealthadvisors.com

Securities, advisory  services and insurance products offered through Investment Centers of America, Inc. (ICA), member FINRA/SIPC  and a Registered Investment Advisor and affiliated insurance agencies. ICA, Unison Bank,  and Family Wealth Advisors, LLC are separate companies. W. Ryan Zenk, John Oxenhandler, Jeffrey J. Biro and Richard Wrensch are duly registered in the States of Arizona, California, Colorado, Illinios, Iowa,  Montana, New Mexico, Oregon, Utah and Wisconsin, USA. Please disregard the contents of this website if you are a resident of any other state, country or province. Thank you for your understanding in this matter. ICA does not provide tax or legal advice.  Securities and insurance products offered are: *Not Insured by FDIC or any Federal Government Agency *Not a deposit or other obligation of or guaranteed by any bank or their affiliates *Subject to risks including the possible loss of principal amount invested.


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