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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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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Millson/Walker Financial Group, Ltd.
7000 Houston Rd. Bldg. 100 Suite 13 Florence, KY 41042
Phone: (859) 341-3000 Fax: (859) 372-7573
RWalker@questarcapital.com BMillson@questarcapital.com Robert.Smith@questarcapital.com

Securities offered through Questar Capital Corporation (QCC). Member FINRA/SIPC. Advisory Services Offered Through Questar Asset Management (QAM) a Registered Investment Advisor. Millson/Walker Financial Group, Ltd. is independent of QCC and QAM. Barry S. Millson, CFP, and/or Robert C. Walker are securities licensed in the following states: KY, OH, IN, WI, CA,  FL, TN, ND & NY

 

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