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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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?

$
 
   
   
ACI Financial
106 Hyde Lane Clemson, SC 29631
Phone: (864)654-3121 Fax: (864)654-0737
Bert@ACIFinancial.net Blake@ACIFinancial.net

 

 

 

 

 

Bert Campbell is an Investment Adviser Representative and Registered Representative of and offers securities and investment advisory services through Tower Square Securities Inc.(Member FINRA/ SIPC), a registered investment adviser.   Blake Campbell is a Registered Representative of Tower Square Securities, Inc.  Neither ACI Financial nor Al Campbell Insurance Agency, Inc. are affiliated with Tower Square Securities, Inc.
 
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