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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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

$
 
   
   
Richard R. Tourville & Kelly Spencer Financial Professionals
250 S. Australian Ave. Ste. 1200 West Palm Beach, FL 33401
Phone: 561-207-2329 561-207-2321 Fax: 561-207-2301
kaspencer@metlife.com rtourville1@metlife.com