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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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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Pro Fed Financial Advisors
4315 Flagstaff Cove Fort Wayne, IN 46815-4630
Phone: 260-486-7989 Fax: 260-486-8262
stroutner@profedadvisors.org

Securities and advisory services offered through Financial Network Investment Corporation, member FINRA, SIPC.

INVESTMENTS ARE:

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

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Pro-Fed Financial Advisors, Inc. and Professional Federal Credit Union are not affiliated with FInancial Network Investment Corporation 

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