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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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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Peoples Wealth Management, LLC
1414 SW Ashworth Place Suite 201 • Topeka, KS • 66604
Phone: 785-215-8080
Toll-Free 877-412-8080		 • Fax: 785-271-8085
• jreardon@pcmig.com

Securities and Advisory Services are offered through VSR Financial Services, Inc, a Registered Investment Adviser and, Member FINRA & SIPC.  Peoples Wealth Management, LLC is independent of VSR Financial Services, Inc.