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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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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Perret Financial
300 Vestavia Parkway
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Birmingham, AL 35216
Phone: 205-795-2043 Toll Free: 1-800-654-0617 Fax: (205) 823-7758
paul@perretfinancial.com
Currently Licensed in Alabama, Georgia, Louisiana, Mississippi, North Carolina and Tennessee. License Held: 6, 63 and 65
 
Investment Advisory services offered through Investment Advisors, a division of ProEquities, Inc.
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