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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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

$
 
   
   
Calrima Financial & Insurance Agency
Ca. Insurance license: 0F34289
Address:
123 E San Carlos St #221
San Jose, CA 95112
Phone: Toll-Free - 866-589-9366 Fax: 888-602-3935
web_info_at_calrima.com