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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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

$
 
   
   
Briggs, Lancaster & Siebert Wealth Management Advisors, LLC.
3510 - 3512 Avenue I Rosenberg, TX. 77471 Rosenberg, TX 77471
Phone: 281-342-3694 Fax: 281-342-1505
invest@blswealth.com


Securities offered through 1st Global Capital Corp. Member FINRA/SIPC. Investment Advisory services offered through 1st Global Advisors, Inc.

Briggs, Lancaster & Siebert Wealth Management Advisors, LLC
3510 Ave. I Rosenberg, TX. 77471
281-342-3694