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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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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Investment Centers of America, Inc.
900 Crest View Drive, Suite 230 Hudson, WI 54016
Phone:
715.386.1335
651.735.5400
800.987.7412
YourRetirementTeam@investmentcenters.com

Securities, advisory services and insurance products are offered through Investment Centers of America, Inc. (ICA), member FINRA, SIPC, a Registered Investment Advisor and affiliated insurance agencies.



ICA does not provide tax or legal advice; please consult your tax or legal advisor regarding your particular situation.


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