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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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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JC Warrick & Company, Inc.: Investments, Retirement, Insurance, Employee Benefits, Taxes
1109 West Main Street • Norristown, PA • 19401
Phone: 610-292-0135 • Fax: 610-270-3045
• DWarrickCFP@JCWarrick.com

Registered Representative of and Securities offered through Questar Capital Corporation (QCC), member FINRA/SIPC. Advisory Services offered through Questar Asset Management (QAM), a Registered Investment Advisor.

J.C. Warrick & Company, Inc. is independent of QCC and QAM.