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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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 Strategies Group
1220 28th Avenue North Fargo , ND 58102
Phone: (701) 234-0103 Fax: (701) 234-0106
mark@finstrat.com mikeyoung@finstrat.com dannie@finstrat.com tawna@finstrat.com

Securities Offered Through NorhtStar Financial Partners, Inc (NSFP) Member FINRA/SIPC.  Advisory Services Offered Through Financial Strategies Group, Inc (FSG) A Registered Investment Advisor. FSG is independent of NSFP.

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