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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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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Thomas Eisenzimmer, www.eisenzimmerfinancial.com
2505 Apple Ridge Ln. Cincinnati, OH 45236
Phone: (513) 984-9111 Fax: (513) 984-9666
thomas@eisenzimmerfinancial.com
Securities are offered through ProEquities, Inc. a Registered Broker/Dealer, Member of the FINRA & SIPC. The home office address is 2801 Highway 280 South, Birmingham, Al. 35223. Tel.(800) 288-3035. Eisenzimmer Financial Services, Inc. is independent of ProEquities, Inc. and the Greater Cincinnati Credit Union.