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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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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Grace And Associates Cpa
341 First St. • Hollister, CA • 95023
Phone: (831) 637-7408 • Fax: (831) 637-6637
• bgrace@sagepointadvisor.com

Securities offered through SagePoint Financial, Inc., A Registered Broker Dealer. Member FINRA/SIPC. Tax and accounting services are offered through Grace & Associates, CPAs, who are not affiliated with SagePoint Financial, Inc. or registered as a broker-dealer or investment advisor.

This communication is strictly intended for individuals residing in the state of California. No offers may be made or accepted from any resident outside the specific state(s) referenced.

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