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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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

$
 
   
   
WAB&T Financial Services

 

 

 

Securities are offered through ProEquities, a registered broker/dealer. Member FINRA/SIPC. These products are not FDIC insured, are not deposits or other obligations of WABT and are not guaranteed by WABT or any government agency. Securities involve investment risks, including the possible loss of principal.WABT is independent of ProEquities, Inc.