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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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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Cruz Investments & Wealth Management
605 N. Broadway, 2nd Floor Aurora, IL 60505
Phone: 630-897-0333, vm Box 233 Fax: 630-906-6304
service@reycruz.com

 

 

 

 

CALL REY CRUZ NOW!

630-897-0333


VOICEMAIL BOX 233, 24 HRS/ 7 DAYS.

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