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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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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GrandView Financial Group, LLC
Two Perimeter Park South
Suite 310 E
Birmingham, AL 35243
Phone: 205-262-1120 Fax: 205-262-1118
info@grandviewfinancialgroup.com

Securities and advisory services offered through Multi-Financial Securities Corporation, member FINRA, SIPC.

 


Multi-Financial Securities Corporation, Inc. is independent of Grandview Financial Group, LLC.  

Investment products and services from this representative(s) available only to residents of Alabama (AL),California (CA),Florida (FL),Georgia (GA),Illinois (IL),Kentucky (KY), Maryland (MD), Ohio (OH),Tennessee (TN),Texas (TX),Virginia (VA),Washington DC (DC).

 

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