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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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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Bonebrake Financial Planning and Investments
100 W 13th Ave Ste 200 • Eugene, OR • 97401
Phone: Eugene: 541-868-3800 Roseburg: 541-673-0251
Toll Free: 888-590-1824		 • Fax: 541-485-0755
• david@bonebrakefinancial.com

Securities offered through Securities America, Inc., Member FINRA/SIPC.  Advisory services offered through Securities America Advisors, Inc.  Bonebrake Financial Planning & Investments is not an affiliated entity of the Securities America companies.