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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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

$
 
   
   
LifestylePortfolios.com
29222 Rancho Viejo Road, Suite 109 San Juan Capistrano, CA 92675
Phone: 866-825-5253 (Toll Free) Fax: 949-429-7205
www.lifestyleportfolios.com Jena@LifestylePortfolios.com

Securities offered through Girard Securities, Inc., a Registered Investment Advisor, Registered Broker/Dealer. Member FINRA, SIPC www.finra.org www.sipc.org