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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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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Apex Financial Solutions Retirement Planning and Wealth Transfer Specialists
2816 N.W. 58th Street, Suite 103 Oklahoma City, OK 73112
Phone: 405-842-2720 Fax: 405-842-0966
dwallin@apexokc.com

Securities and investment advisory services are offered through registered representatives and investment advisor representatives of Walnut Street Securities, Inc. (WSS)  Member FINRA / SIPC. APEX Financial Solutions is not a subsidiary or control affiliate of WSS. 

WSS and its representatives do not offer tax or legal advice.  Each company is independently responsible for the products and services they provide.

 

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