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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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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Intercarolina Financial Services,Inc.
3300 Battleground Ave. Suite 400 Greensboro, NC 27410
Phone: 1-336-288-6890 or 1-800-326-3705 Fax: 1-336-545-1971
marcusk136@intercarolina.net

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