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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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

$
 
   
   
Ansardi Financial Services, Llc
8641 Highway 23 • Belle Chasse, LA • 70037
Phone: 504-393-2228 • Fax: 504-393-2276
• danica@ansardifinancial.com

Advisory services offered through Investment Advisors, a division of ProEquities, Inc., a Registered Investment Advisor.  Securities offered through ProEquities, Inc., a Registered Broker-Dealer, Member, FINRA (www.finra.org) & SIPC.  Ansardi Financial Services, LLC., is independent of ProEquities, Inc.