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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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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Paul Fair Associates, LLC - Registered Investment Adviser - based in Wyomissing, PA
2917 Windmill Road Ste #1 Sinking Spring, PA 19608
Phone: 610-478-9500 Fax: 888-870-5205
contact@paulfair.com

Fee based services offered through Paul Fair Associates, LLC, a registered investment adviser. 2917 Windmill Road, Ste#1, Sinking Spring, Pa 19608 (610)-478-9500

 

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