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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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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Resource Financial Group
1700 West 6th Street Austin, TX 78703
Phone: 512-478-8779 Fax: 512-478-8786
jpreston@rfgbenefits.com

Securities and advisory services offered through FSC Securities Corporation, member FINRA/SIPC . RFG, Inc. is not affiliated with FSC Securities Corporation and is not registered as a broker/dealer or investment advisor.

Learn more about our other employee benefit solutions, go to www.rfg.com.