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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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

$
 
   
   
Gordon Brook Financial
8 Taylor Street
 • Lincoln, ME • 04457
Phone: 1-800-499-9034
207-794-8088		 • Fax: 207-403-1322
• kirk@gordonbrook.com

Securities offered through Securities America, Inc. Member FINRA/SIPC, Advisory Services offered through Securities America Advisors Inc., Kirk M Fogg, CFP Representative. Gordon Brook FInancial and the Securities America companies are unaffiliated.