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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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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Wolters Hagar & Pratt Financial Planning Inc.- San Diego, CA
6390 Greenwich Dr, Suite 230 San Diego, CA 92122
Phone: (858) 550-7090 Fax: (858) 550-7099
whp@whpfinancial.com

6390 Greenwich Drive,  Suite 230, San Diego, CA 92122
Phone: 858-550-7090   Fax: 858-550-7099   Email: whp@whpfinancial.com


Securities and investment advisory services offered through SagePoint Financial, Inc., member FINRA/ SIPC and a registered investment advisor. Certain insurance products offered through WHP Insurance Services, which is not affiliated with SagePoint Financial, Inc. or registered as a broker-dealer or investment advisor. Additional investment advisory services offered through Wolters, Hagar & Pratt Financial Planning, Inc., a registered investment advisor not affiliated with SagePoint Financial, Inc.