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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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?

$
 
   
   
Berrall Kons Group of Wells Fargo Advisors - Waukesha Financial Advisors
20800 Swenson Dr. Suite 200 Waukesha, WI 53186
Phone: (262) 798-3787
(800) 323-1410
Fax: (262) 798-3595
casey.berrall@wfadvisors.com matthew.kons@wfadvisors.com william.berrall@wfadvisors.com jaclyn.pappalardo@wfadvisors.com