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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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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L.R. JOHNSON & ASSOCIATES, INC., Customized insurance planning for affluent individuals, business executives, athletes, and entertainers. Annuities, Disability Income Insurance, Life Insurance, and Long Term Care Insurance
L.R. Johnson & Associates, Inc.
2440 Sandy Plains Road N.E.
Bldg.3, Suite 210
Marietta, GA 30066
Phone: 770-321-1337
Fax: 770-321-2542
info@lrj-associates.com