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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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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Hayden Wealth Management, mutual funds, investment
830 Post Road East, Suite 102 Westport, CT 06880
Phone: (203) 454-3377 Fax: (203) 454-4965
info@haydenwealth.com
Regulatory Disclosure: The information on this website has been obtained from sources considered reliable, but its accuracy and completeness are not guaranteed. This website is neither an offer to sell nor a solicitation to buy any securities. Vern Hayden offering Investment Advisory and Financial Planning services through Geneos Wealth Management, Inc. Gerard Gruber and Dick Drew offering Securities and Investment Advisory and Financial Planning services through Geneos Wealth Management, Inc. Member FINRA/SIPC. Investments are not FDIC insured. Investments are not deposits of the financial institution and are not guaranteed by the financial institution. Investments are subject to investment risks including loss of principal amount invested.

 

 

 

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