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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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

$
 
   
   
Commonwealth Capital Management, LLC
10345 Linn Station Road, Suite 200 Louisville, KY 40223-3854
Phone: 502.420.9912 Toll-Free 866.430.4299 Fax: 502.420.9913
scott@ccmresource.com

Securities and Investment advisory services are offered through registered representatives and investment advisor representatives of  Walnut Street Securities, Inc. (WSS). Member FINRA/SIPC, a registered investment advisor. Commonwealth Capital Management (CCM) is not affilliated with  WSS
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