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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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

$
 
   
   
Kidder Investments & Insurance
P.O. Box 33613 Northglenn, CO 80233
Phone: 303-920-2344 Fax: 303-672-9220
kidderinvestments.pfyfn.com tkidder@walnutstreet.com

 

Todd Kidder is a registered representative and an investment advisor representative of and offers securities and investment advisory services through Walnut Street Securities, Inc. (WSS), member FINRA/SIPC.  Kidder Investments & Insurance is a separate enity from WSS. Securities supervised from a Walnut Street Securities, Inc. office at 7400 E Orchard Rd, Ste 120, Greenwood Village, CO 80111 (720) 488-6870

 

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