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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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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Extra Credit Union Investments
6611 Chicago Road • Warren, MI • 48092
Phone: (586) 276-3108 • Fax: (586) 276-3001
• michele.nehls@securitiesamerica.com

Securities offered through Securities America, Inc., Member FINRA/SIPC and advisory services offered through Securities America Advisors, Inc., Michele Nehls, Representative. Extra Credit Union and the Securities America companies are separate entities.

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