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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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

$
 
   
   
First American Financial LTD
100 F Centre Boulevard Marlton, NJ 08053
Phone: (856) 988-9113
Fax: (856) 988-9114
Donald.Delmonte@lfg.com William.Eldridge@lfg.com Denise.Cherry@lfg.com Bette.Rodriguez@lfg.com