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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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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NL Financial Alliance
625 The City Drive South
Suite 460		 • Orange, CA • 92868
Phone: (714) 663-1200 • Fax: (714) 663-1201
• mreid@woodburyfinancial.net

Peggy Reid is an Investment Adviser Representative of, and offers securities and investment advisory services through Woodbury Financial Services, Inc. Member FINRA, SIPC and Registered Investment Adviser. Strategic Alliance and Woodbury Financial Services, Inc. are not affiliated entities.

 Services offered only where licensed to do business. Peggy Reid is currently licensed in AZ and CA.