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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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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BC&I Wealth Management
2422 East 117th Street Burnsville, MN 55337
Phone: 952-277-0720 Fax: 952-882-9499
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Securities and advisory services offered through SII Investments, Inc., member FINRA, SIPC, and a Registered Investment Advisor. BC&I Wealth Management and SII Investments, Inc. are separate and unrelated companies. SII does not provide tax or legal advice.


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