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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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

$
 
   
   
Vineyard Financial Group
Vineyard Financial Group
8655 E. Via de Ventura, Suite F166
Scottsdale, AZ 85258
Phone: 480.282.4882
Fax: 480.718.8187
pbergan@vineyardfinancialgroup.com sbergan@vineyardfinancialgroup.com

Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC.  Registered to sell securities in AZ, CA, CO, ID, PA and WA.

Investment Advisor Representative, Advisory Services offered through Cambridge Investment Advisors, Inc., a Registered Investment Advisor. 

Cambridge and Vineyard Financial Group are not affiliated.