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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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

$
 
   
   
Christian Financial Services
16501 Northcross Drive
Suite A2		 • Huntersville, NC • 28078
Phone: 704-895-5400 • Fax: 704-895-2900
• terry@ChristianFinancialNC.com

Advisory Services provided through Creative Financial Designs, Inc., a Registered Investment Adviser and Securities offered through cfd Investments, Inc., a Registered Broker/Dealer, MemberFINRA & SIPC, 2704 South Goyer Rd, Kokomo, Indiana 46902 (765) 453-9600.  Adviser not licensed in all states.