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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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

$
 
   
   
Acc-u-rite Tax Service, Inc.
6320 W. Forest Home Ave. Milwaukee, WI 53220-1918
Phone: 414-541-4900 Fax: 414-541-6220
paul@acc-u-rite.com WickertP@hdvest.net