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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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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Financial Advisor Maryland | Financial Planner | Wealth Manager | Retirement Planning | Annuities and Asset Management in MD / Maryland
12051 Little Patuxent Parkwy.
 • Columbia, MD • 21044
Phone: 410-528-8688
Phone: 410-290-6263		 • Fax: 240-209 5568
• michael.balakirsky@lpl.com

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