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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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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Financial Planning - Columbus, Ohio - Lucas Financial Services Inc
947 Worthington Woods Loop Worthington, OH 43085
Phone: 614-840-9770 Fax: 614-840-9773
scott@lucasfinancialservices.com

Advisory Services offered through Investment Advisors, a division of ProEquities, Inc.  A Registered Investment Advisor.  Securities offered through ProEquities, Inc.  A Registered Broker/Dealer, Member FINRA/SIPC.  Lucas Financial Services, Inc. is independent of ProEquities.

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