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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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

$
 
   
   
Grucz Financial
7000 Roosevelt Suite 103 • Allen Park, MI • 48101
Phone: 888-270-1287 • Fax: 313-381-1878
• rgrucz@sagepointadvisor.com

Securities and advisory services offered through SagePoint Financial, Inc., member FINRA/SIPC.

Grucz Financial is not affiliated with SagePoint Financial or registered as a broker-dealer or investment advisor. 

 

This communication is strictly intended for individuals residing in the states of MI.  No offers may be made or accepted from any resident outside the specific state(s) referenced.
 
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