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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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

$
 
   
   
Myers Capital Management, Inc.
1444 Saint Charles Place Abington, PA 19001-2327
Phone: (215) 657-0300 Fax: (215) 657-3023
paul@myerscap.com debbie@myerscap.com gloria@myerscap.com

Advisory Services offered through Myers Capital Management, a Registered Investment Advisor.
Securities offered through Securities Service Network, Inc., Member FINRA/SIPC.