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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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

$
 
   
   
The Cumberland Financial Group, LLC.
6250 Hwy 40 E, Suite 3
St. Marys, Georgia 31558

Phone: 1-912-576-3700
Fax: 1-912-576-3709

Also serving Florida
charlie@tcfg-fl.com

mary@tcfg-fl.com

 

Charles Smith is a Registered Representative offering securities through Questar Capital Corporation (QCC), Member of FINRA/SIPC.  Charles Smith is an Investment Advisor Representative offering advisory services through Questar Asset Management (QAM), a Registered Investment Advisor. The Cumberland Financial Group LLC is independent of QCC and QAM.