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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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

$
 
   
   
Robertson Financial Group
5103 Chamblee Tucker Road Tucker, GA 30084
Phone: (770) 934-2510 Fax: (770) 938-3451
www.rfgroup.net mrobertson@sigmarep.com

Securities offered through Sigma Financial Corporation.A registered broker/dealer. Member FINRA and SIPC.

Investment Advisory Services
offered through Sigma Planning Corporation. A registered investment advisor.
 

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