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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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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Milestone Planning Group
3900 Jermantown Road, Suite 300 Fairfax, VA 22030
Phone: (703) 858-5796 Fax: (703) 991-8882
carl@milestoneplanninggroup.com
Please seek the guidance of your professional tax and legal advisors before making any decisions.  Securities and investment advisory services offered through Woodbury Financial Services, Inc.  Member FINRA, SIPC, and Registered investment Advisor.  Office address 3900 Jermantown Road, Suite 300, Fairfax, VA  22030.  Phone (703) 858-5796.