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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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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Shield Financial Solutions
2600 East Bidwell Street, Suite 260 Folsom, CA 95630
Phone: (916)369-0878 Fax: (916)985-3376
dave@shieldfinancialsolutions.com

Securities offered through Securites America Inc., a Registered Broker/Dealer Member FINRA/SIPC and Advisory Services offered through Securities America Advisors Inc., an SEC Registered Investment Advisor, David Hartman, Representative. CA Insurance Lic # 0B52518. Shield Financial Solutions and the Securities America companies are not affiliated. Securities licensed in AL, AZ, CA, CO, FL, ID, MO, NY, VA, WA.  Advisory licensed in CA. Insurance licensed in CA.