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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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

$
 
   
   
Alex Gallego
50 Audrey Avenue • Oyster Bay, NY • 11771
Phone: (516) 624-2702
Cell: (516) 298-2477 		• Fax:

(516) 624-7147
www.alexgallegogroup.com • gallegoa@stifel.com

 

 

 

 

 

 

 

 

 

 

 

 

  

   

   

 (1)This website has been prepared solely for informational purposes. It is not an offer to buy or sell any security; nor it is a solicitation of an offer to buy or sell any security.

Investing involves risk, including loss of principal.

 

(2)Representatives of a broker-dealer or investment advisor may only conduct business in a state if the representatives and the broker-dealer or investment advisor they represent: (a) satisfy the qualification requirements of, and are approved to do business by, the state: (b) are excluded or exempted from the state's licenser requirements.

(3)Products and investment advisory services are offered through Stifel, Nicolaus & Company, Incorporated, member FINRA/SIPC/NYSE.