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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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

$
 
   
   
Veritas Financial
Veritas Financial Services LLC

Plymouth Location

506 East Mill St. Suite 101
Plymouth, WI 53073

Oshkosh Location

923 South Main St.
Oshkosh, WI 54901
Phone: 920-893-5262 Fax: 920-893-5689
margaret.wittkopp@veritasinvesting.com