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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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

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American Asset and Wealth Management
3202 Atchison Street
Riverbank, CA 95367
Phone: (209) 869-8200
Oakdale: (209) 848-1500
Modesto: (209) 572-5100
Stockton: (209) 968-6237
info@financialwiser.com

Securities and advisory services offered through Financial Network Investment Corporation, member FINRA, SIPC.

 American Asset & Wealth Management is not affiliated with Financial Network Investment Corporation.

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