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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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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Quantum Financial Planning Services, Inc.
Spokane
1212 N Washington St., STE 220
Spokane, WA 99201
Phone: 509-328-6653
Fax: 509-328-1469

Kirkland
4030 Lake Washington Blvd. NE #208
Kirkland, WA 98033
Phone: 425-889-7487
Fax: 425-822-7959

info@quantumplanning.com