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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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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Vernick Financial Planning, Mark Vernick, CFP
9303 Seminole Blvd., Suite B Seminole, FL 33772
Phone: 727-258-9001 Fax: 727-209-0969
Mark@Vernickfinancial.com

Securities offered through Cadaret Grant and Co., SIPC/FINRA


Branch office: 801 49th St N


St. Petersburg FL 33710


(727) 327-5782

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