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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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

$
 
   
   
Falcon Financial Management, Inc.
2631-B NW 41st Street Gainesville, FL 32606
Phone: (352) 375-7977 Toll-Free (888) 841-6209 Fax: (352) 338-1229
ffm@ffmonline.com