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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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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Ohio Financial, Anastasakis & Associates
7976 Broadview Rd., Suite 109 • Broadview Heights, OH • 44147
Phone: (440) 746-1600 • Fax: (440) 746-1604
• george@ohiofinancial.net

Securities offered through J.W. Cole Financial, Inc., Member FINRA/SIPC. Investment Advisory Services offered through Cornerstone Asset Management Services, Inc., a Registered Investment Advisor.  Ohio Financial, Anastasakis & Associates and CAMS are independent of J.W. Cole Financial, Inc.

 

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