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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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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Chamberlin & Associates Rod Chamberlin Irvine IRA Wealth Rod Chamberlin Financial Planner
9070 Irvine Center Drive #100 Irvine, CA 92618
Phone: 949.888.9440
Toll Free: 800.779.6115
Fax: 949.203.2827
rod@rodchamberlin.com

 9070 Irvine Center Drive Suite 100, Irvine, CA 92618
Toll Free: 800.779.6115  Phone: 949.888.9440 Fax: 949.203.2827
Email: rod@rodchamberlin.com

Securities and Advisory services offered through LPL Financial.
A registered investment advisor.
Member FINRA / SIPC.

The LPL registered representative associated with this site may only discuss and/or transact securities with residents to the following states: California (CA), Colorado (CO), Iowa (IA),  Illinois (IL), Maryland (MD), Pennsylvania (PA), Virginia (VA), and Washington (WA).

 

 

 

 

 

Securities offered through LPL Financial, Member FINRA/SIPC