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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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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Jerry Pawlowicz, MBA, John Hancock Financial Network-Vantage Point Financial Group
120 West Drive North Suite 3 Marshall, MI 49068
Phone:

269-288-2606 Direct / Cell

269-781-7199 Office

Fax: 269-781-7299
www.jerrypawlowicz.com jpawlowicz@jhnetwork.com

3333 EVERGREEN N.E. - Grand Rapids, MI 49525 - 616-534-9623

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