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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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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Steve Alsdorf & Associates
300 Plaza Drive Suite 195 Highlands Ranch, CO 80129
Phone: (303) 792-5373 Fax: (303) 925-1770
steve@SteveAlsdorf.com

Securities and advisory services offered through Multi-Financial Securities Corporation, member FINRA, SIPC.

  Steve Alsdorf and Associates is not affiliated with Multi-Financial Securities Corporation  

 

300 Plaza Drive Suite 195, Highlands Ranch, CO 80129 

 

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We are licensed to sell Insurance Products in CA,CO.

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