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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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

$
 
   
   
Cashdollar & Associates
115 Erie Street Grove City, PA 16127
Phone: 724.458.5233 Fax: 724.458.4870
mail@cashdollarandassociates.com

David Cashdollar is a registered representative and investment advisor representative of and offers securities and investment adviosry services through Walnut Street Securities, Inc. (WSS) a broker/dealer (member FINRA/SIPC) and a Registered Investment Advisor.  David is licensed to sell securities in the following states: AK, AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, KY, LA, MA, MD, ME, MI, MO, MS, NC, NH, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, VA, WA, WI, WV. Cashdollar & Associates is not affiliated with WSS.

Not all representatives licensed and registered to offer securities in all states.  Please contact our office for full details.

L0711193446[exp0712][PA]    WSS Privacy Policy