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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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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Welshire Capital, LLC| Onalaska, Wisconsin | Brent Welch| Financial Planning | Retirement Planning | 401k | Welath Management
9538 East 16 Frontage Road Onalaska, WI 54650
Phone: (608) 783-0003

Toll Free: (800) 829-7526

Fax: (608) 782-0002
Brent@welshirecapital.com Jennifer@welshirecapital.com Josh@welshirecapital.com Karen@welshirecapital.com Kevin@welshirecapital.com Kristy@welshirecapital.com Lacie@welshirecapital.com Lynette@welshirecapital.com