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(Note: the amount withdrawn, layered on top of other taxable income, may move you into a higher tax bracket.)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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Eagle Financial
12501 Antioch Suite 102 Overland Park, KS 66213
Phone: 913-851-1903 Fax: 913-851-1907
lharshbarger@sfsrep.com

 

Lance Harshbarger is a registered representative with Sunset Financiail Services, Inc. a FINRA registered broker-dealer. Sunset Financial Services is registered to offer securities products in all 50 United States. Lance Harshbarger is licensed to offer securities products in Kansas, Missouri, Nebraska, Texas. Lance Harshbarger is also licensed to offer insurance products in these same states. The informaton included herein should not be considered a solicitation or an offer to sell product in any state besides those in which Lance Harshbarger is properly licensed.

*Securities and Investment Advisory Services offered through Sunset Financial Services, Inc., 3520 Broadway, Kansas City, MO., 64111. 816-753-7000 Home Office.  Member  FINRA/SIPC.  Eagle Financial is not affiliated with Sunset Financial Services.