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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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

$
 
   
   
TTG Financial Services, Inc "The Financial Company"
3012 4th Ave N Suite A Billings, MT 59101
Phone: (406) 256-6112 or Toll Free: (866)456-6112 Fax: 406-256-6260

Hours:
Monday through Thursday 8am to 5pm
Friday 7am to 4pm
tarra@ttgfinancial.com