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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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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Western Members Financial Services
14500 Aviation Boulevard • Hawthorne, CA • 90250
Phone: 877-254-9328, x5042 • Fax: 310-536-3939
www.westernmembers.pfyfn.com • investments@western.org

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