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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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

$
 
   
   
CORE Financial Advisors, www.cfaonline.com
1918 Business Center Drive, Suite 110 San Bernardino, CA 92408
Phone: (909)382-4545 Fax: (909)382-4563
core@cfaonline.com

Securities Offered through
GBS Financial Corp
558 "B" Street • Santa Rosa, California 95401