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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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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Michael R. Lampert, Chartered Financial Consultant
1925 Century Park East, Suite 400 • Los Angeles, CA • 90067
Phone: 310-551-3125, extension 239 • Fax: 310-551-0327
www.michaellampert.com • mlampert@prbinc.com

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