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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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

$
 
   
   
Wealth Management Associates
511 Saxony Place, Suite 101 • Encinitas, CA • 92024
Phone: Toll Free (800) 799-3290

Main Line (760) 487-1582		 • Fax: (760) 230-1341
• kengross@wmacompany.com

Securities offered through Girard Securities, Inc. Member FINRA/SIPC. G. Kenneth Gross, Registered Representative. CA Insurance License# 0B31183. Wealth Management Associates and Girard Securities are not affiliated. Licensed to offer Securities and Insurance products in CA, NM and NV.