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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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

$
 
   
   
National Planning Corporation
Seattle office: 4321 Powell Place South


Seattle, WA 98108-1466
Phone: (206) 763-4350
(866) 463-4350 (toll-free)
Fax: (206) 763-4364

Los Angeles office: 5757 W. Century Blvd., Suite 700
Los Angeles, CA 90045
(310) 892-6725(phone)
(310) 563-2101(fax)
helene.robertson@natplan.com
sanjay.das@natplan.com