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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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 Sherer Group, LLC
1754 Technology Dr. Suite 246 San Jose, CA 95110
Phone: (408) 984-7526 (888) 984-7526 Fax: (408) 984-7523 (888) 984-7523
tsherer@jpturner.com

Securities offered through J.P. Turner & Company, LLC Member SIPC

1754 Technology Dr. Suite 246 San Jose, CA 95110
Phone: (408) 984-7526 (888) 984-7526
Fax: (408) 984-7523 (888) 984-7523

We are licensed to sell Insurance Products in the following states: CA

We are licensed to sell Securities in the following states: CA