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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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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American Retirement Planning Group Inc.
6390 W Cheyenne Ave, Suite B • Las Vegas, NV • 89108
Phone: 702-655-8300 • Fax: 702-658-3452

*Securities offered through United Planners Financial Services, member FINRA/SIPC. Investment advisory services offered through American Retirement Planning Group Inc., a registered investment advisor not affiliated with United Planners Financial Services.