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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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

$
 
   
   
GFC Strategic Lifestyle Advisors
269 Main Street Greenville, PA 16125
Phone: 1-800-808-7091 Fax: (724) 588-3742
kathy@securewithgfc.com

Securities offered through registered representatives of  Walnut Street Securities, Inc. member FINRA/SIPC. This material is for informational purposes only, and should not be construed as an offer to sell or solicitations of an offer to buy any security from or through WSS or its affiliates or persons associated with WSS or its affiliates.  WSS makes no representation or warranty relating to the facts presented or that all material facts necessary to make an investment decision are presented.  The information in this material is not intended to be personalized investment advice and should not be solely relied on for making investment decisions.  Neither Greenville Financial Consultants, Inc. nor GFC Strategic Lifestyle Advisors are affiliated with Walnut Street Securities, Inc.

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