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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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

$
 
   
   
H Financial Management
400 Southpointe Blvd.
Suite 420		 • Canonsburg, PA • 15317
Phone: 724-745-9406
Fax: 724-745-9408


256 High Street P.O. Box 695 Morgantown, WV 26507
Phone: 304-292-6837
Fax: 304-296-3059
Phone:
www.hfinancialmanagement.com

Securities offered through Triad Advisors, Member FINRA SIPCAdvisory Services offered through H Financial Management. H Financial Management  is not affiliated with Triad Advisors.

400 Southpointe Boulevard, Plaza 1, Suite 420, Canonsburg, PA 15317