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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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

$
 
   
   
Hahn Financial Group, Inc
3101 S. Phillips Ave Sioux Falls, SD 57105
Phone: (605) 275-3600 Fax: (605) 275-9595
VerlynHahn@HahnFinancialGroup.com KellyHahn@HahnFinancialGroup.com LanitaHerbener@HahnFinancialGroup.com JerryBetzler@HahnFinancialGroup.com BryanSlama@HahnFinancialGroup.com PaulCurley@HahnFinancialGroup.com LarryDogs@HahnFinancialGroup.com PaulBackhaus@HahnFinancialGroup.com MichaelFitzgerald@HahnFinancialGroup.com JayProuty@HahnFinancialGroup.com WELS403b@HahnFinancialGroup.com ELS403b@HahnFinancialGroup.com LutheranBenefits@HahnFinancialGroup.com