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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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

$
 
   
   
Fsc Securities
7900 Xerxes Avenue South, Suite 910 Minneapolis, MN 55431
Phone: 952-896-3400 or
toll free at
866-290-1936
Fax: 952-896-3401
www.rchasefin.com rchase@rchasefin.com

Securities and investment advisory services offered through FSC Securities Corporation.  Member FINRA/SIPC and a registered investment adviser.

Additional investment advisory services offered through R Chase Financial, a registered investment adviser not affiliated with FSC Securities Corporation.

©2007 R Chase Financial.  All rights reserved.