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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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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Capital Choice
1509 E Main St Columbus, OH 43205
Phone: 614-372-0194 Fax: 877 803-6702
www.findoc.net Harold.Thomas@ccfinvestments.com

Capital Choice Financial Services, Inc is a network of independent business men and women. Representing various life and health insurance companies.

Securities offered through CCF Investments, Inc. A registered broker/dealer.Member FINRA and SIPC.320 North Broad St. Thomasville Georgia 31792 (800) 562-8233

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