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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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

$
 
   
   
Strategic Financial Partners Inc.

Main Office - Colorado Springs
1755 Telstar Drive, Suite 501
Colorado Springs, CO 80920
Phone: 719.388.2011


Office - Salt Lake City
111 East Broadway, Suite 340
Salt Lake City, UT 84111
Phone: 801.869.1800


Office - Ogden
2225 Washington Blvd., Suite 230
Ogden, UT 84401
Phone: 801.399.5409




493283 DOFU 04232012

Strategic Financial Partners Inc. is independently owned and operated, and offers its own suite of products and services entirely independent of Securian.

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