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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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

$
 
   
   
Black River Financial, LLC
350 Main St. Ste 3 • Bedminster, NJ • 07921-2566
Phone: (866) 776-2290 • Fax: (908) 234-9330
• info@blackriverfinancial.com

Mark Harwanko is a Registered Representative of The Investment Center, Inc.  The Investment Center, Inc. and IC Advisory Services, Inc. are not affiliated with Black River Financial, LLC.  All securities offered through The Investment Center, Inc. Bedminster, NJ, Member FINRA/SIPC.  Advisory services provided through IC Advisory Services, Inc., a Registered Investment Advisor.