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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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

$
 
   
   
Aberle Investment Management
200 Capitol St. #201 Eagle, CO 81631
Phone: Local: (970) 432-7040
Toll Free: (866) 217-7129
Fax: (970) 432-7040
brian.aberle@wfafinet.com