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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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

$
 
   
   
Horan Financial Services
6 Oswego Street Baldwinsville, NY 13027
Phone: (315) 635 - 3666 Fax: (315) 635 - 3715
david.horan@tssimail.com sean.becker@tssimail.com

Securities and investment advisory services offered through registered representatives and financial advisors of Tower Square Securities, Inc. (TSS)  Member FINRA/SIPC.  Horan Financial Services is not affiliated with TSS. 

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