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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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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Mallery Financial, LLC
923 Country Club Rd., Suite 100 • Eugene, OR • 97401
Phone: 541.687.7678 • Fax: 541.225.5151
• stephen@malleryfinancial.com

Securities and Investment Advisory services offered through Woodbury Financial Services, Inc., member FINRA and SIPC and Registered Investment Adviser, P.O. Box 64284, St. Paul, MN 55164 (800) 800-2638.

Mallery Financial, LLC, and Woodbury Financial Services, Inc., are not affiliated entities.