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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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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McEwan Wealth Management, Inc,Clearwater FL, Financial Consultant, Retirement Planning, Registered Investment Adviser, Managed Money
1700 N McMullen Booth Rd, Suite D-2 Clearwater, FL 33759
Phone: 888-462-2555 Fax: 727-462-2276
Joel@mcewanwealth.com