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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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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Wolfe Financial Group
1515 International Parkway, Suite 1001 Lake Mary, FL 32746
Phone: 407-333-0355 Fax: 407-333-0352
receptionist@wolfefg.com

IRS Special Award Sep 04

We are Licensed in the State of Florida, New York, South Carolina, Oregon, Georgia, Ohio, Michigan & Colorado.

 

 

 

 Securities through G.A. Repple & Company, A Registered Broker/Dealer and Investment Advisor, Member FINRA, SIPC

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