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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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

$
 
   
   
Woodstone Financial Services
1825 South 316th Street • Federal Way, WA •

98003-4030
Phone: 253.925.6824

Securities offered through Securities America, Inc., a Registered Broker/ Dealer, Member FINRA/SIPC, and Financial Planning and Advisory Services offered through Securities America Advisors, Inc., an SEC Registered Investment Advisory Firm, Robert Skinner, Representative. Woodstone Credit Union and Woodstone Credit Union Financial Strategies are not affiliated with the Securities America companies.

Not NCUA Insured. No Credit Union Guarantee. May Lose Value.

Securities licensed in: AR, AZ, CA, FL, IN, MT, OR, TX, UT, WA

Insurance licensed in: AR, AZ, FL, MT, WA 

Advisory licensed in: TX, WA